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  3. Financial planner
  4. Senior IFA Administrator

Senior IFA Administrator

INTEGRO PARTNERS LTD
Posted 6 hours ago, valid for 4 days
Location

Altrincham, Cheshire WA14 2HX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is with a High Net Worth Wealth Management Company known for its excellent progression and growth opportunities.
  • Candidates should have experience working within an IFA or Wealth Practice to be considered.
  • The role involves supporting Financial Advisors by submitting Letters of Authority, processing new business, and preparing client information.
  • The company offers a competitive salary, although the specific amount is not mentioned in the job description.
  • This opportunity allows for career advancement while working with a reputable firm that maintains a strong client base.
  • High Net Worth Wealth Management Company
  • Excellent progression and growth opportunities
  • Brilliant reputation and approach to their services
Interested in working for one of the regions top wealth firms?You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions. The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well. Your position will involve:
  • Submitting Letters of Authority
  • Processing and submitting new business
  • Preparing client information
  • Liaising with clients in person, email and via the phone
If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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