Job Title: IFA Administrator

Industry: Financial Services

Location: Sale, Manchester

Salary: £25,000 - £32,000

Reference Number: 9260

Job Description:

Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.

Our client is highly regarded for cultivating long-term relationships through reliable, specialist support. With deep technical expertise, they consistently deliver a high-quality service to their clients. Placing a strong emphasis on technology and innovation, they are committed to evolving their services to remain as robust tomorrow as they are today, all while staying true to their core values.

In this role, you will provide vital administrative support to experienced Financial Advisers and their clients, playing a key part in a team dedicated to excellence and client satisfaction.

This is an excellent opportunity for someone looking to thrive in a dynamic, forward-thinking environment.

Role: IFA Administrator

Data entry into the back-office system - (Intelligent Office)
Management/maintenance of the back-office system (Intelliflo)
Consolidation of adviser fee income
Collate Provider statements
Letters of Authority (LOAs)
Maintaining Client Folders
Manage New Business Register
Arranging client meetings
Dealing with Client enquiries
Process new business paperwork
Obtain relevant Personal Illustrations
Client review paperwork
Manage, prepare Suitability Reports

What’s in it for you: IFA Administrator

IFA Administrator position - Sale, Manchester
Basic Salary up to £32,000+ Negotiable
Home based working pt week (After probation period)
Pension, PMI, DIS, Company events (summer, winter)
Study support to towards profession qualifications
Career progression.
Excellent Opportunity to join friendly team

Skills and experience required: IFA Administrator

Financial Services Administration Experience
Financial Planning Administration experience - Ideally, Intelligent Office (Intelliflo) Dynamic Planner, Platforms (ideally Transact & AJ Bell Investcentre)

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Financial Advice Company in Sale near Manchester on an IFA Administrator position.

Our commitment to you

Start every journey with a conversation to find out about you in depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.