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Ifa Administrator

Mitchell Hall Consulting
Posted 11 hours ago, valid for 8 days
Location

Manchester, Greater Manchester M24WU, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • The IFA Administrator role is with an award-winning Financial Planning practice located in Manchester, focused on providing bespoke advice to HNW and corporate clients.
  • The position requires a minimum of 2 years of experience in administration within an IFA or Financial Planning office, and candidates should be working towards a Level 4 Diploma.
  • Key responsibilities include supporting Financial Planners with new business administration, client communications, and financial services documentation.
  • The role offers a competitive salary package along with pension and insurance benefits, holiday entitlement, and opportunities for further progression and exams.
  • Hybrid working arrangements are available, and interested candidates are encouraged to apply quickly as interviews are being scheduled.

IFA Administrator role- leadingWealth practice

My client is an award winning, Financial Planning practice, with a friendly but professional office environment, giving bespoke advice to their HNW/Corporate clients. They are looking to augment their successfulteam by recruiting an experienced IFA/Wealth Management Administrator to join their city centre Manchesteroffice.

You'll be supporting the Financial Planners, dealing with new business admin, client letters/reports, client illustrationsand otheraspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role with Pension/Insurance benefits, Holiday entitlement& being supported with further progression/exams! Hybrid working is also on offer with this role!

Ideally you'll have 2 years experience withinadministration in an IFA/Financial Planning office, working towards Level 4 Diploma,attention to detail, a good communicatorand to be able to work within a fast paced environment, within a successful,Financial Planning team, would bekey, within this opportunity.

Click and apply ASAP,as a short list is being drawn up for interview!

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