More jobs:
Ifa Administrator
Job in
Stockport, Greater Manchester, SK1, England, UK
Listed on 2026-03-06
Listing for:
Mitchell Hall Consulting
Full Time
position Listed on 2026-03-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Client Administrator role - IFA Wealth practice
My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.
Responsibilities- Support Financial Planners with day‑to‑day administration.
- Process new business applications.
- Handle transfers, fund switches and other client‑initiated transactions.
- Respond to client queries via phone and e‑mail.
- Maintain accurate client records and manage other administrative duties within financial services.
A competitive salary package (between £25k–£31k per annum) depending on experience, with pension and insurance benefits and holiday entitlement. Flexible and hybrid working will be offered after a probationary period.
Qualifications- At least 1 year of administration experience within an IFA office.
- Knowledge of Intelligent Office – IO is desirable.
- Strong communication, organisational skills and a strong work ethic.
Click and apply ASAP – a short list is being drawn up for interview.
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