IFA Administrator

Job Role : IFA Administrator

Location : Altrincham

Salary : £26,000.00 - £30,000.00 per year (subject to experience)

Full-Time : Monday to Friday, 9 : 00 AM - 5 : 00 PM

Reference Number : 9776

About the company…

My client is a leading Wealth Management firm based in the heart of Altrincham, and the opportunity has arisen to recruit a dedicated and experienced Senior IFA Administrator to join a growing Pension & Investment Team.

The Role…

This is an exciting opportunity for an IFA Administrator to play a key role in supporting our clients and team. You will manage your own workload, handling tasks delegated by the Team Manager, and working closely with clients and colleagues in a professional, detail-oriented manner.

This is a technical administrative role, suitable for both aspiring paraplanners and career administrators with the required skills & experience.

Key Responsibilities…

• Processing and submitting new business in line with the new business workflow
• Submitting Letters of Authority and gathering all necessary plan details for research and analysis
• Greeting and assisting clients, and responding to incoming enquiries
• Rebalancing client portfolios, including buying and selling

Accurately processing client wi...