Senior IFA Administrator

INTEGRO PARTNERS LTD

Posted 9 hours ago, valid for 4 days

Altrincham, Cheshire WA14 2HX, England

Full Time

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Sonic Summary

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.

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