Senior Ifa Administrator

Mitchell Hall Consulting; Altrincham; On-site; GBP 26,000 - 30,000; Full time

Job summary

A leading Wealth Management firm in Altrincham is seeking a Senior IFA Administrator to enhance their team. The role involves supporting Financial Planners and managing client administration tasks. With a competitive package and opportunities for progression, this position is perfect for an experienced professional in the field.

Benefits

Pension benefits

Insurance benefits

Holiday entitlement

Support for further exams and progression

Qualifications

• 2 years experience within administration in an IFA/Financial Planning office.
• Working through RO exams is preferred.
• Ability to independently progress through your workload.

Responsibilities

• Support Financial Planners with new business admin and client management.
• Handle client letters, queries, and suitability reports.
• Work on various aspects of financial services administration.

Skills

Attention to detail

Client communication

Organizational skills

Job description

Senior IFA Administrator role - leading Wealth practice

My client is Wealth Management firm in Altrincham, looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office.

You'll be supporting the Financial Planners, dealing with new business admin, client letters, client queries, suitability reports and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package of 26,000- 30.000 is on offer with this role with Pension/Insurance benefits, holiday entitlement & being supported with further progression/exams!

Ideally you'll have 2 years experience within administration in an IFA/Financial Planning office, working through RO exams, have attention to detail and to be able to independently progress through your workload, would be key, within this opportunity.

Click and apply ASAP, as a short list is being drawn up for interview!