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IFA Administrator

INTEGRO PARTNERS LTD
Posted 21 days ago, valid for 5 days
Location

Chester, Cheshire CH4 9RE, England

Salary

£25,000 - £30,000 per annum

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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 IFA Administrator position is based in Chester and offers a salary between £28,000 and £32,000 depending on experience.
  • The firm is looking for a career IFA Admin to support the workload and assist in the development of less experienced team members.
  • This role focuses on client interaction, ensuring that both Admins and Paraplanners are actively involved in the client process.
  • While the position is not a management role, it provides opportunities for progression into Paraplanning and Advising in the long term.
  • Candidates with relevant experience are encouraged to contact Sam at Integro Partners for further discussion.
IFA Administrator£28-32K depending on experienceChesterOffice based Tired of working for a large corporate & feeling unappreciated? Wanting to work more closely with clients, becoming an integral part of the process? This opportunity could be a fresh start…    A Chester based Wealth Management firm are keen to bring on a career IFA Admin, to not only support with the workload, but also to assist in guidance and development of some of the lesser experienced individuals in the department.  Whilst this isn’t a management position, being able to pass on experience as well as hands on support will add value to the team.  This is an opportunity to join an established business, who have a real focus on face-to-face meetings with their clients. This ensures that both the Admins and Paraplanners will be actively involved in the client process, earning recognition for their work, so  nobody feels like they are just working behind the scenes.  The preference here is a career IFA Admin, however, there is still scope for progression up to Paraplanning and Advising in the long term.    Get in contact with Sam at Integro Partners if you want to discuss the opportunity further.

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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.