Senior Ifa Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Altrincham; On-site; GBP 26,000 - 30,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to enhance their successful Wealth Management team in Altrincham. This role involves supporting Financial Planners, managing client correspondence, and handling new business administration. With a competitive salary package and opportunities for further progression, this position is ideal for an experienced professional ready to make a significant impact in a thriving firm. If you have a keen eye for detail and a passion for financial services, this is the perfect opportunity for you!

Benefits

Pension benefits

Insurance benefits

Holiday entitlement

Support for further progression and exams

Qualifications

• 2+ years of administration experience in an IFA/Financial Planning office.
• Progressed through RO exams demonstrating commitment to professional development.

Responsibilities

• Support Financial Planners with administrative tasks.
• Handle new business administration and client correspondence.

Skills

Administration experience

Attention to detail

Workload management

Education

RO exams

Job description

Senior IFA Administrator role - leading Wealth practice

My client is a 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.

Responsibilities include:

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

You will be a pivotal member of the team, contributing to the firm's success.

Salary and Benefits:

£26,000 - £30,000 salary package, with pension and insurance benefits, holiday entitlement, and support for further progression and exams.

Candidate Requirements:

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

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