Our multiple award winning Bury based client are looking to appoint an IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package. Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client’s financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What’s on offer: Starting basic salary of up to £30,000 bonus 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please submit the latest version of your CV to be considered for this opportunity.