Senior Ifa Administrator

www.topfinancialjobs.co.uk - Jobboard; Altrincham; On-site; GBP 26,000 - 30,000; Full time

Job summary

A leading Wealth Management firm is seeking an experienced IFA Administrator to join their dynamic team in Altrincham. This role is pivotal in supporting Financial Planners and managing client correspondence, ensuring smooth operations within the firm. With a competitive salary package and opportunities for further progression, this position is perfect for those with a keen eye for detail and a passion for financial services. If you're looking to advance your career in a supportive environment, this could be the ideal opportunity for you.

Benefits

Pension benefits

Insurance benefits

Holiday entitlement

Support for further progression and exams

Qualifications

• 2+ years of administration experience in IFA/Financial Planning.
• Experience handling client correspondence and preparing reports.

Responsibilities

• Support Financial Planners and manage client queries.
• Handle new business administration and prepare suitability reports.

Skills

Administration experience

Attention to detail

Client correspondence management

Education

RO exams

Job description

Senior IFA Administrator role - leading Wealth practice

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

Responsibilities include:

1. Supporting Financial Planners
2. Handling new business administration
3. Managing client correspondence and queries
4. Preparing suitability reports
5. Other financial services administration tasks

This role offers a competitive salary package of £26,000 - £30,000, along with pension/insurance benefits, holiday entitlement, and support for further progression and exams.

Ideal candidate:

• At least 2 years of administration experience within an IFA/Financial Planning environment
• Working through RO exams
• Attention to detail
• Ability to independently manage workload

Apply ASAP, as a shortlist is being drawn for interviews!