Ifa Administrator role

Client Administrator role - IFA Wealth practice

My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport.

You'll be supporting the Financial Planners, new business processing, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience (between 25k/ 31k P.A) with Pension/Insurance benefits & Holiday entitlement, in this sought after opportunity!

Flexible working and hybrid working will be on offer after a probationary period and my client is looking for a candidate who enjoys administration and wants to build a career on this side!

Ideally you'll have at least 1 years experience within administration in an IFA office, knowledge of Intelligent Office - IO would be desirable, good communication, organisational skills & a strong work ethic would make you a good match for this opportunity.

Click and apply ASAP, as a short list is being drawn up for interview!