IFA Administrator

  • Location

    Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000 - £32000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3704_1655890500

  • Published:

    11 days ago

  • Expiry date:

    2022-07-22

  • Consultant:

    David Everingham

IFA Administrator - Manchester - Salary to £32,000 plus Benefiits (potentially negotiable)

Our client is a well established firm of Independent Financial Advisors based in central Manchester. They have a close-knit team who work hard to ensure that their clients receive a first class service.

The role:

  • The role will be supporting the company's Financial Advisor's.
  • Activities include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database
  • As a small business, there will always be opportunities for you to gain exposure to other areas of the business alongside your main IFA support role; supporting clients, managing small projects etc.

Requirements

  • To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information
  • Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

On Offer:

  • The client can offer a competitive basic salary up to £32,000
  • Discretionary annual Bonus
  • Benefits include; Pension contribution, DIS, PHI, Holiday 25 days plus Bank holiday plus Christmas closure.
  • They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be opportunities for progression.
  • Free Parking