Job Title: IFA Administrator
Industry: Financial Services
Location: Sale, Manchester
Salary: £25,000 - £32,000
Reference Number: 9260
Job Description:
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support. With deep technical expertise, they consistently deliver a high-quality service to their clients. Placing a strong emphasis on technology and innovation, they are committed to evolving their services to remain as robust tomorrow as they are today, all while staying true to their core values.
In this role, you will provide vital administrative support to experienced Financial Advisers and their clients, playing a key part in a team dedicated to excellence and client satisfaction.
This is an excellent opportunity for someone looking to thrive in a dynamic, forward-thinking environment.
Role: IFA Administrator
- Data entry into the back-office system - (Intelligent Office)
- Management/maintenance of the back-office system (Intelliflo)
- Consolidation of adviser fee income
- Collate Provider statements
- Letters of Authority (LOAs)
- Maintaining Client Folders
- Manage New Business Register
- Arranging client meetings
- Dealing with Client enquiries
- Process new business paperwork
- Obtain relevant Personal Illustrations
- Client review paperwork
- Manage, prepare Suitability Reports
What's in it for you: IFA Administrator
- IFA Administrator position - Sale, Manchester
- Basic Salary up to £32,000+ Negotiable
- Home based working pt week (After probation period)
- Pension, PMI, DIS, Company events (summer, winter)
- Study support to towards profession qualifications
- Career progression.
- Excellent Opportunity to join friendly team
Skills and experience required: IFA Administrator
- Financial Services Administration Experience
- Financial Planning Administration experience - Ideally, Intelligent Office (Intelliflo) Dynamic Planner, Platforms (ideally Transact & AJ Bell Investcentre)
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Financial Advice Company in Sale near Manchester on an IFA Administrator position.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
- Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.