Senior IFA Administrator

Senior IFA Administrator

Chorley Full-Time 24800 - 34800 £ / year (est.) No home office possible
Go Premium
C

Job Description

IFA Administrator / Senior Administrator | Up to 31K DOE

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

A background in Financial Services is essential.

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 £31,000.00 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

C

Contact Detail:

Carlton Mays Recruiting Team

Senior IFA Administrator
Carlton Mays
Location: Chorley
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>