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Admin Manager in Seaham – FT6669
IFA Administrator
Location
CHESTER
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref88437Recruiter Managing This Role
IFA Administrator
Location: Cheshire
Salary: Up to £30,000 (dependent on experience) + Benefits
We are currently working with a well-established and respected Financial Planning firm who are looking to add an experienced IFA Administrator to their growing team.
Key Responsibilities:
Providing administrative support to Financial Advisers and Paraplanners
Processing new business applications and tracking to completion
Preparing client review packs and maintaining client records
Liaising with clients and providers to obtain relevant policy information
Ensuring all compliance requirements are met and recorded accurately
Updating the CRM system and managing client documentation
What Were Looking For:
Previous experience in a similar IFA/financial planning admin role
Strong knowledge of pensions, investments, and protection products
Excellent attention to detail and organisational skills
Confident communicator with a professional approach
Experience using platforms such as Intelligent Office (desirable)
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
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