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Senior Ifa Administrator

Mitchell Hall Consulting
Posted 3 days ago, valid for 7 days
Location

Altrincham, Cheshire WA141BL, England

Salary

£26,000 - £30,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The Senior IFA Administrator role is with a Wealth Management firm located in Altrincham.
  • The position involves supporting Financial Planners with various administrative tasks including new business admin and client queries.
  • A competitive salary package ranging from £26,000 to £30,000 is offered, along with pension and insurance benefits.
  • Candidates should have at least 2 years of experience in an IFA or Financial Planning office and be progressing through RO exams.
  • Applications are encouraged promptly as interviews are being scheduled soon.

Senior IFA Administrator role- leadingWealth practice

My client is Wealth Management firm in Altrincham, looking to augment their successfulteam by recruiting an experienced IFA/Wealth Management Administrator to join their town centreoffice.

You'll be supporting the Financial Planners, dealing with new business admin, client letters, client queries, suitability reportsand otheraspects of financial services administration, making you a pivotal member of the team.

A competitive salary package of 26,000-30.000 is on offer with this role with Pension/Insurance benefits, holiday entitlement& being supported with further progression/exams!

Ideally you'll have 2 years experience withinadministration in an IFA/Financial Planning office, working throughRO exams, have attention to detailand to be able to independentlyprogressthrough your workload, would bekey, within this opportunity.

Click and apply ASAP,as a short list is being drawn up for interview!

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.