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Chorley
Financial planner
IFA Administrator

IFA Administrator

INTEGRO PARTNERS LTD

Posted a day ago, valid for 7 days

Chorley, Lancashire PR7 6DY, England

£30,000 - £2 per day

Full Time

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Sonic Summary

The IFA Administrator position is based in Bolton, offering a salary of £30,000 depending on experience.
The role supports hybrid working with two days from home and includes study support for professional development.
Candidates should possess experience with IFA systems and processes, along with excellent communication skills.
The company emphasizes a strong identity and values-driven culture, focusing on enriching clients' lives through financial planning.
This position is ideal for those seeking a better work-life balance and opportunities for progression.

IFA Administrator Bolton Based£30,000 DOE Hybrid Working (2 Days WFH)Study Support Progression & Development Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you?My client believe financial planning is about more than just advice. It’s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.Responsibilities - Obtaining and compiling provider information and illustrations- Processing and tracking new business submissions- Managing investment, pension, and protection business- Communicating with clients and providing exceptional customer service- Preparing valuation reports, performance documentation, and review checklists- Processing and monitoring switches with providers- Completing withdrawal instructions for clients- Updating back-office systemsRequired Experience - Excellent communication skills with a customer-centric approach- Team-oriented, with a collaborative work style- Experience with IFA systems and processes Apply now for this exciting IFA Administrator role!

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