IFA Administrator

recruitment22

Posted 3 days ago, valid for 8 days

Altrincham, Cheshire WA14 2HX, England

Full Time

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Sonic Summary

A leading Wealth Management firm in Altrincham is seeking an IFA Administrator/Trainee Paraplanner with a salary of £30,000.
Candidates should have prior experience supporting Financial Advisers and familiarity with tools such as Intelliflo, A J Bell, and Transact.
This is a fully office-based role with working hours from 9.00 to 5.00, Monday to Friday.
The position offers 24 days of holiday, a team bonus, and opportunities for training and career progression.
Income protection and group life cover are also included as part of the benefits package.

IFA Administrator/Trainee Paraplanner, Altrincham, £30,000 A leading Wealth Management firm in Altrincham are keen to hire an IFA Administrator/Trainee Paraplanner and are keen to meet people who have supported Financial Advisers and previous experience with the following would be very useful -

Intelliflo
A J Bell
Transact
Royal London
Canada Life International
FE Analytics

This role is fully office based, the hours are 9.00-5.00 Monday – Friday and the benefits include:

24 days holiday
Team bonus
Company Pension
Training development and support towards industry relevant qualifications
Opportunities to progress within the business
Income Protection - 75% of salary, payable after the 13-week deferred period.
Group life cover (death in service) - 4x salary

Day to day duties will include -

Processing and submitting new business adhering to the new business workflow.
Submitting Letters of Authority and collating all of the required plan details for research and analysis.
Meeting and greeting clients, answering and dealing with incoming enquiries
Portfolio rebalancing, buying and selling
Accurately processing client withdrawals and contributions and monitoring these through to completion.
Preparing clients packs for Annual Review meetings and then completing the work required post meeting
Writing basic Suitability Reports
Completing research for new business cases, primarily fund and cost analysis

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