Templegate Recruitment is seeking an experienced IFA Administrator in Altrincham. You will manage end-to-end processing of investment, pension and protection cases, using St.
James's Place systems and iBusiness, while liaising with advisers and clients to keep cases on track. Ideal candidates have 2+ years in a similar role, strong MS Office and CRM skills, and an ability to manage multiple cases with high attention to detail.
#J-18808-LjbffrHybrid IFA Administrator – Wealth Management Operations employer: TEMPLEGATE RECRUITMENT
Join a dynamic financial services company in Leeds that values its employees and fosters a collaborative work culture. With competitive salaries and opportunities for professional development, we are committed to supporting your growth as a Senior IFA Administrator. Enjoy the unique advantage of working in a vibrant city known for its rich history and thriving community.
