IFA Administrator

Financial Services Administrator

Office based

Manchester

Progression potential

Up to £28,000

Are you a financial services administrator with 1+ years’ experience looking to take the next step in your career? If so, this opportunity could be a great fit for you! SJP experience desirable but not required. Salary up to £28k.

The Business

This well-established financial advisory practice has been supporting clients for over a decade, providing tailored financial solutions and expert guidance. With a growing team of advisers and support staff, the firm is committed to helping individuals and families achieve their long-term financial goals.

The business takes pride in offering a personalised, client-focused approach to wealth management, ensuring that every client receives the best possible advice and support to secure their financial future.

They are currently going through a period of growth, adding at least 1 advisor every year.

The Role

As an Administrator, you will play an important role, supporting the Administration team, Paraplanners and Financial Advisors. Within the role, you will be speaking to clients, processing new business, liaising with providers, managing the Letter of Authority process, ensuring all documentation is compliant as well as ensuring the CRM system is up to date.

The Benefits

• Salary up to £28,000.
• Progression potential.
• Private Medical Insurance.
• Death in Service.
• Pension Scheme.
• 25 Days Holiday + Bank Holidays.
• Exam Support for Level 4 Diploma.

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator