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.
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.
General
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.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.
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.