IFA Administrator
Eden Rose
Date: 2 weeks ago
City: Altrincham
Contract type: Full time
Job Ref
91190
Location
ALTRINCHAM
Salary
£3,000 - £35,000 Per Annum
Employment Type
Permanent
Altringham
Up to £35,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an IFA admin you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date.
Benefits
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
91190
Location
ALTRINCHAM
Salary
£3,000 - £35,000 Per Annum
Employment Type
Permanent
- Location: Altrincham, Greater Manchester
- Type: Permanent
- Job #91190
- Salary: £3,000 - £35,000 Per Annum
Altringham
Up to £35,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an IFA admin you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date.
Benefits
- Up to £35,000
- Pension contribution
- Parking
- DIS
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards
- Proven IFA Administrator experience within an advisory or wealth management environment.
- Understanding of financial products – investment, pensions, tax planning
- Proficient in using financial planning software and CRM systems – training can be provided
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
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