IFA Administrator

  • Job Reference: 350
  • Date Posted: 6 January 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Didsbury
  • Salary: £20,000 to £29,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is a successful firm of Independent Financial Advisers based in Didsbury, they are looking to recruit an experienced IFA Administrator/ Financial Planning Administrator to join their busy team.

The succesful candidate will have previous experience working in an IFA/ Financial Planning firm and be ambitious and eager to progress ion their financial services career.

The role will involve:

- Processing new business and applications

- Preparing client review packs

- Receiving and implementing requests from financial planners

- Producing MI

- Fee monitoring (on Intelligent Office)

- Implementing and improving company processes

- Liasing with the company's service providers etc.

The successful applicant will be experienced using Intelligent Office, will be proactive about finding work to do, able to prioritise and highly organised.

Please submit your details today and if your application is successful we will contact you within 3 working days.