We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
They are now looking to recruit an additional Administrator to join their established team.
Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.
Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice.
We are seeking an experienced IFA Administrator with a minimum of 2 years' experience in an IFA practice, to provide first-class customer service and administrative support.
The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
Day-to-day of the role
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.
This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.
Posted by Southway Housing Trust • £49K/yr to £54K/yr
We are inspired by our communities.
With a vision of Thriving Communities, Southway manages over 6,000 homes across Burnage, Chorlton, Didsbury and Withington in South Manchester, striving to lower levels of child poverty, loneliness and isolation while increasing employment, social connectedness, and pride in neighbourhoods as a place to live.
Southway Housing Trust is a committed and forward-thinking not-for-profit local housing association dedicated to providing excellent homes and outstanding customer care.
Southway Housing Trust is a committed and forward-thinking not-for-profit local housing association dedicated to providing excellent homes and outstanding customer care.
Posted by Southway Housing Trust • £33K/yr to £37K/yr
Full Time / 35 hours per week
(Plus £275 - £612 non-consolidated supplement)
Southway Housing Trust is a community-based housing organisation committed to providing high quality services to the people and neighbourhoods that we work in.