IFA Administrator
Altringham
Up to £35,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an IFA admin you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date.
Benefits
- Up to £35,000
- Pension contribution
- Parking
- DIS
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards
To be considered for this IFA Administrator position
- Proven IFA Administratorexperience within an advisory or wealth management environment.
- Understanding of financial products - investment, pensions, tax planning
- Proficient in using financial planning software and CRM systems- training can be provided
Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support #LI-LW1
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