IFA Administrator

The IFA Administrator position centres on processing and submitting new business adhering to the new business workflow. It would suit someone who can bring strong professional approach to the role.

Where ownership sits

Salary is subject to experience plus team bonus Additional company benefits are also available following 3 months permanent service –Company Pension. Income Protection - 75% of salary, payable after a 13-week deferred period.

What the role carries

Processing and submitting new business adhering to the new business workflow. Submitting Letters of Authority and collating all of the required plan details for research and analysis. Meeting and greeting clients, answering and dealing with incoming enquiries.

What helps the work land well

Strong professional approach.

What the role depends on

• Candidates applying should have a minimum of two years experience within this type of role and have a very high level of attention to detail along with the ability to work independ.

Practical details

• Full Time 9.00-5.00 Monday – Friday 24 days holiday.
• This role is fully office based however the option to work flexibly for two days a week would be available for the right candidate after a training period.
• Our client leading Wealth Management firm in Altrincham looking to recruit an IFA Administrator into their Pension & Investment Team.
• Our client supports their staff with their professional development which includes paying a bonus on each exam passed.