Senior IFA Administrator role - leading Wealth practice
My client is a Wealth Management firm in Altrincham, looking to expand their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office.
Responsibilities include:
1. Supporting Financial Planners
2. Handling new business administration
3. Managing client correspondence and queries
4. Preparing suitability reports
5. Other financial services administration tasks
This role offers a competitive salary package of £26,000 - £30,000, along with pension/insurance benefits, holiday entitlement, and support for further progression and exams.
Ideal candidate:
* At least 2 years of administration experience within an IFA/Financial Planning environment
* Working through RO exams
* Attention to detail
* Ability to independently manage workload
Apply ASAP, as a shortlist is being drawn for interviews!
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