IFA Administrator

IFA Administrator in Altringham Up to £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an administrator in a team of 3 other admins, you’ll play a key role in supporting two advisers to deliver exceptional financial planning services.

You’ll use your expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date. Benefits:
Up to £35,000 Pension contribution Parking 9:00am to 5:30pm DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards exams To be considered for this IFA Administrator position:
Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch as we work on a variety of roles across the financial planning sector.

You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them, as we offer a £200 referral reward if we assist them in securing a new role.