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Senior IFA Administrator

Heat Recruitment
Posted 13 hours ago, valid for 24 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£12,000 - £14,400 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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  • We are seeking a senior administrator for a wealth management practice in Wimbledon.
  • The ideal candidate should be organized, detail-oriented, and passionate about client service.
  • A minimum of 3 years' experience in administration or client service within the wealth management sector is required.
  • Strong IT skills are essential, particularly with platform and back office CRM experience.
  • The position offers a competitive salary along with a benefits package and the option for hybrid working after the probation period.

We are looking for a capable senior administrator to join a growing and successful wealth management practice in Wimbledon.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 3 years' administration/ client service experience within the wealth management sector.

You must be a great team player with excellent IT skills, ideally with extensive platform and back office CRM experience.Our client are offering a highly competitive salary and excellent benefits package. Hybrid working is available with the opportunity to work 3 days pw from home after probation.

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.