IFA Admin
£27 - 32K
Bury
Office Based
Are you looking for a move that could benefit your career progression?
Looking to work within a more boutique firm, meaning there is direct support and you are treated like an individual?
This opportunity may be for you ....
We are working with a long-standing Financial Advice practice in the Bury area, who are looking to expand their IFA Admin team.
This would involve presales support to Paraplanners and Advisers including the following:
- Preparation of Engagement Letters
- Requesting and receipt of application forms
- Creation of client files
- Fact finds
- Valuations
- Quotes
- Letters of Authority / Change of Agency letters
Requirements to be considered for the IFA Admin role:
- Current experience of working within Financial Services, preferably as an IFA Admin
- Strong telephone and admin skills
- Knowledge of Pensions / Investments & ideally Trusts / IHT
- Confidence in managing workload and prioritising tasks
Package for the IFA Admin role:
- £27-32K depending on experience and qualifications
- Monday to Friday - office based but some flex on start / end times
- Opportunities to work up to Paraplanning and Adviser level
- Salary reviews
- Financial support for additional exams including chartered
- Pension
If you are interested in discussing this IFA Admin role further, contact Sam at Heat's Manchester office.
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