IFA Administrator

IFA Administrator

Manchester Full-Time No home office possible
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Job Description

IFA Administrator / Senior Administrator | Up to 35K DOE

We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office.

A background in Financial Services is desireable.

You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients

This is an office based position and provides excellent career progression.

Duties include:

Act as point of contact for all clients and providers

Maintaining client database, updating accurately

Assist with processing of new business and review packs

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is required.

In return you will receive a healthy salary, a 9 – 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects

Job Type: Full-time, Permanent

Pay: Up to £35,000.00 per year

Additional pay:

  • Bonus scheme

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Work Location: In person

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Contact Detail:

Carlton Mays Recruiting Team

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