Senior IFA Administrator

Integro Partners; Altrincham; On-site; GBP 24,000 - 32,000; Full time

Job summary

A leading wealth management firm in Altrincham is seeking a dedicated individual to support their Financial Advisors. This key role involves managing client interactions and handling new business processing. Ideal candidates will come from an IFA or Wealth Practice background, contributing to the firm's continued growth and success.

Qualifications

• Experience within an IFA or Wealth Practice is essential.

Responsibilities

• Submitting Letters of Authority.
• Processing and submitting new business.
• Preparing client information.
• Liaising with clients in person, email and via the phone.

Job description

Description: Interested in working for one of the regions top wealth firms?

You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions.

The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well.

Your position will involve:

• Submitting Letters of Authority
• Processing and submitting new business
• Preparing client information
• Liaising with clients in person, email and via the phone

If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.