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IFA ADMINISTRATOR (Senior role in wealth management), Greater Manchester, C 30/32k , hybrid working

Financial Divisions
Posted 2 days ago, valid for 7 days
Location

Manchester, Greater Manchester M28 2, England

Salary

£24,000 - £38,400 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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  • This position offers a competitive salary of £30,000 to £32,000, along with an excellent benefits package including generous holidays and a substantial bonus.
  • The role is ideal for an experienced IFA Administrator looking to join a fast-developing wealth management firm in the Greater Manchester area.
  • Candidates should have solid IFA Administration experience and strong communication skills, with a focus on supporting dynamic high billing Advisers.
  • The job involves processing new client packs, maintaining client records, and collaborating with third-party providers, while also providing opportunities for personal development.
  • This is a hybrid working role that emphasizes career progression and the potential to pursue R0 exams.

Excellent hybrid working pattern

C 30/32k excellent benefits package available including generous holidays, exceptional bonus and a lot more Wonderful opportunity for an experienced IFA Administrator looking for an to join a fast-developing wealth management firm in the Greater Manchester area where you will be valued, highly rewarded for your hard work, and provided with the opportunity to develop your career even further. Based in a busy very welcoming office you will be offered variety in your day-to-day tasks and enjoy supporting dynamic high billing Advisers with all admin tasks.Opportunity Highlights** Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients** Support the delivery of the financial planning and advice process to their clients.** Work with New and existing Clients.** Process new client packs, create and maintain client records, work with 3rd party providers, prepare information/documentation for Client meetings, ensure follow up notes are documented and actioned** Enjoy involvement with projects to promote your personal development** Perfect opportunity for a Career Administrator or an experienced IFA Administrator keen to pursue their R0 exams** Strong communication skills, strong initiative and excellent communication skills are key** Solid IFA Administration experience essential** Study support provided if required** Amazing benefits package and very competitive starting salary

Apply now in a few quick clicks

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.