Senior Ifa Administrator

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

Job summary

A leading Wealth Management firm in Altrincham is seeking an experienced Senior IFA Administrator to join their successful team. The role involves supporting Financial Planners and handling various administrative tasks, offering a competitive salary and opportunities for progression. Applicants with prior experience in financial services administration are encouraged to apply promptly as interviews are being scheduled.

Benefits

Pension/Insurance benefits

Holiday entitlement

Support with further progression/exams

Qualifications

• 2 years experience in administration at an IFA/Financial Planning office.

Responsibilities

• Support Financial Planners with new business admin and client queries.
• Prepare suitability reports and client letters.

Skills

Attention to Detail

Education

RO Exams Progression

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!