We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
SALARY IS UP TO £26,000
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.
Our client, a prestigious & award winning financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a dedicated member of our SSAS and Property team, you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, investment providers, and members on a regular basis.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.