Back to search
Job Title: IFA Administrator
Location: Bolton
Salary: 25,000 - 28,000
A leading practice in Bolton is seeking an experienced IFA Administrator to join their growing team.
In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.
What’s included?
- Pension plan
- 24 days holiday + bank holidays
- Generous bonus scheme
- Hybrid working and team socials
What will you be doing?
- Scheduling client appointments, sending pre-meeting information as needed.
- Continually learn and develop your knowledge for further development
- Handle incoming client calls, prepare meeting packs, reports, and valuation documents for Advisors.
- Process fund switches, withdrawals, and other post-meeting tasks.
- Liaise with external providers and the Paraplanning team to ensure smooth business processing.
What do you need?
- Previous experience in a similar role with at least some knowledge of personal finance products, investments, services.
- Experience using salesforce is an added benefit.
- A desire for further future progression in the wealth management sector, such as Paraplanning and Financial Adviser.
This is a fantastic opportunity to join a successful practice during a key period of growth
