Job Role: IFA Administrator/Trainee Paraplanner - Pension & Investment Team
Location: AltrinchamSalary: £26,000.00 - £30,000.00 per year (subject to experience)Full-Time: Monday to Friday, 9:00 AM - 5:00 (Office Based Role).
Reference Number: 9534
About the company…My client is a leading Wealth Management firm based in the heart of Altrincham, and the opportunity has arisen to recruit a dedicated and experienced Senior IFA Administrator to join a growing Pension & Investment Team.
The Role…This is an exciting opportunity for a Senior IFA Administrator to play a key role in supporting our clients and team. You will manage your own workload, handling tasks delegated by the Team Manager, and working closely with clients and colleagues in a professional, detail-oriented manner.
This is a technical administrative role, suitable to both aspiring paraplanners and career administrators with the required skills & experience.
Key Responsibilities…
1. Processing and submitting new business in line with the new business workflow
2. Submitting Letters of Authority and gathering all necessary plan details for research and analysis
3. Greeting and assisting clients, and responding to incoming enquiries
4. Rebalancing client portfol...