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Chorley
Financial planner
IFA Administrator

IFA Administrator

INTEGRO PARTNERS LTD

Posted 9 days ago, valid for 14 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 with a salary of £30,000 depending on experience.
This role offers hybrid working, allowing two days of work from home each week.
Candidates should have experience with IFA systems and processes, along with excellent communication skills.
The company values a strong identity and culture, focusing on enriching the lives of clients through financial planning.
Opportunities for study support, progression, and development are available for successful applicants.

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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IFA Administrator

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