Job Title: IFA Administrator Location: Altrincham Salary: £26,000 Service Care are delighted to be working with a long standing client of ours as they look to recruit an IFA Administrator to join their team in Altrincham. They are looking for someone with a strong administration background with a keen interest in financial advisory. You will be supporting the team and providing pre and post-sales support to the financial advisors, making sure that all documentation is updated within a timely manner. What you will be doing: General admin duties as required, scanning post, dealing with outgoing post, ad hoc client projects Preparing letter and correspondence emails to clients Obtaining accurate policy information, including valuations and preparation of data for client meetings Preparing simple review letters, advice reports
IFA Administrator employer: Service Care
Service Care Solutions is an excellent employer for Multi Traders, offering a supportive work culture that prioritises employee growth and development. With a focus on responsive repairs in the community of Rugby, employees benefit from a company van, optional on-call payments, and comprehensive in-house training, ensuring they have the tools and skills needed to excel in their roles. Join a team that values professionalism and respect while providing meaningful service to local residents.
