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Senior IFA Administrator

Platinum Recruitment
Posted 9 hours ago, valid for 18 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£35,000 - £42,000 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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  • The position is for a Senior IFA Administrator with a salary range of £36,000 - £40,000 plus a bonus scheme.
  • Candidates are expected to have experience in onboarding new clients and supporting a high net worth client base.
  • The role offers flexible working hours and hybrid working arrangements, allowing three days a week at home.
  • The company promotes a relaxed, smart casual work environment, moving away from traditional corporate settings.
  • They are looking for someone with fresh ideas and expertise in complex tax-efficient investment plans to support a Director managing £50 million worth of business.

Senior IFA Administrator

£36,000 - £40,000 + bonus scheme, flexi hours, hybrid working and benefits

Manchester City Centre

I've just left a meeting with a magnificent Financial Advisors in Manchester, and WOW what a place to work.As Senior IFA Administrator, you'll be dealing with high value, high net worth clients, an established and stable team, however they are changing the admin function, they want some new energy in it that will fall in line with the newly qualified Advisors and support them.It's a step away from a traditional IFA, they're slightly different, more relaxed setting, open plan, not super corporate or suited and booted, it's a smart casual feel and that's the way their business has excelled in the last 5 years, continuing on that upward trajectory.Benefits include hybrid working (3 days a week at home, days of your choice), flexible working hours, company bonus scheme paid x2 yearly and a highly competitive salary.

What they're looking for is an incredibly talented IFA Administrator with experience in onboarding new clients, worked with and support high earning client base and done the complex elements such as tax efficient investment plans.

This experience is crucial, they want fresh ideas from the new Senior IFA Administrator, they want you to come in, hit the ground running and bring your own flair as the main support to their most successful Director who currently manages £50million worth of business.

Modern, true experts in everything they do, unbelievable achievements and success so they want the best IFA Administrator in Manchester joining them so they can continue their success story.

If that's you, get applying.

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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.