Senior IFA Administrator role - leading Wealth practice
My client is a Wealth Management firm in Altrincham, looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office.
Responsibilities include:
1. Supporting the Financial Planners
2. Handling new business administration
3. Managing client correspondence, queries, and suitability reports
4. Other financial services administration tasks
You will be a pivotal member of the team, contributing to the firm's success.
Salary and Benefits:
£26,000 - £30,000 salary package, with pension and insurance benefits, holiday entitlement, and support for further progression and exams.
Candidate Requirements:
* At least 2 years of administration experience within an IFA/Financial Planning office
* Progressed through RO exams
* Attention to detail
* Ability to independently manage workload
Apply ASAP, as a shortlist for interviews is being drawn up!
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