At a Glance
- Tasks: Support advisers and clients in the financial planning process with efficient administration.
- Company: Dynamic financial services firm located in Altrincham, Greater Manchester.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a fast-paced, collaborative setting.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 25000 - 32000 £ per year.
- Location: Altrincham, Greater Manchester
- Type: Permanent
- Job Ref 91031
- Location ALTRINCHAM
- Employment Type Permanent
- Location: Altrincham, Greater Manchester
- Type: Permanent
The Role
You will support advisers and clients throughout the financial planning process, taking ownership of new business administration and ensuring cases are processed accurately and efficiently.
Key Responsibilities
- Processing new investment, pension and protection business.
- Managing applications from submission through to completion.
- Liaising with providers, advisers and clients to resolve queries and outstanding requirements.
- Chasing documentation and transfer information.
- Keeping advisers and clients updated on case progress.
- Maintaining accurate client records and CRM systems.
- Preparing client meeting packs and documentation.
- Supporting advisers with post-meeting administration.
- Arranging case review meetings and monitoring the business pipeline.
- Ensuring all administration meets internal procedures and FCA requirements.
- Supporting wider office and Operations Team administration.
- Contributing to improvements in processes and ways of working.
About You
The successful candidate will have
- Previous financial services, wealth management or professional services administration experience.
- Excellent organisation and attention to detail.
- Strong written and verbal communication skills.
- A professional telephone manner.
- Experience managing multiple priorities and deadlines.
- Good knowledge of Microsoft Office.
- A proactive approach and ability to work independently.
- A strong commitment to confidentiality and client service.
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Senior IFA Administrator in Altrincham employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
