IFA Administrator

enable Recruitment

Posted 20 hours ago, valid for 15 days

Stockport, Cheshire SK4 3GN, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The company is seeking to expand their IFA Administration team and is looking for a detailed-oriented professional with a passion for financial planning and client service.
Candidates must have at least 2 years of financial adviser administration experience and knowledge in processing new business applications.
The role involves supporting financial advisers and paraplanners, processing new business, and managing client queries through various communication channels.
The position offers a basic salary of up to £30,000, depending on experience and qualifications, along with a company bonus scheme and flexible working options.
Additional benefits include exam funding, progression opportunities, and a generous annual leave allowance.

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Providing support to the financial adviser and paraplanners of the business within a pod structure setup.
Processing new business applications in a timely manners, managing the full process from start to finish
Speaking with both clients and providers on the phone, email and in person, answering queries and providing support.
Updating and managing back office system (Intelligent Office)

What you need to apply:

2+ Years Financial Adviser administration experience with knowledge in processing new business
The ability to form positive relationships with clients
A good understanding of Pensions & Investments

What's in it for you?

A basic salary of up to £30,000 dependent on experience and qualifications
Company bonus scheme
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance

What next?Hit apply or contact Dan directly!dan@enable-recruitment.co

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