At a Glance
- Tasks: Support financial planners by processing applications and managing client portfolios.
- Company: Award-winning financial services firm with a fantastic working environment.
- Benefits: Up to £36,000 salary, bonus, 25 days holiday, and full study support.
- Other info: Home working options and structured career progression available.
- Why this job: Join a supportive team and kickstart your career in finance with great growth potential.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 32400 - 39600 £ per year.
Our
Manchester based award winning client are exclusively working with Taylor James to to appoint an
IFA Administrator to join their team on a permanent basis.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
- Processing new business applications across the key financial products
- Submitting transaction & trade requests including fund switches on and off platform
- Obtaining illustrations & product literature
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- Maintaining an accurate record of the Client’s financial situation
The candidate
- IFA/ financial planning administration experience ( essential )
- Experience of using Intelligent Office ( desirable )
- knowledge of provider platforms
- Highly organised
What’s on offer
- Starting basic salary of up to £36,000 bonus
- Home working
- 25 days holiday
- Full study support inclusive of training courses
- Structured career progression
- DIS
Please contact submit the latest version of your CV to be considered for this opportunity.
IFA Administrator (Exclusive to Taylor James) in Manchester employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
