IFA Administrator - Altrincham

Recruiter
Taylor James Professional Recruitment LTD
Location
Altrincham
Salary
£20,000 - £24,999
Posted
21 Mar 2019
Closes
27 Mar 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

FS Administrator / Adviser Support / IFA Administrator / Altrincham / Permanent / Salary / £22,000 - £28,000 / Study Support

An excellent opportunity has arisen for an experienced IFA Administrator to join our Altrincham based client.

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

If you are an IFA Administrator who has the ability and knowledge to deal with the duties detailed below then is an opportunity not to be overlooked.

Duties & responsibilities:

  • To support Paraplanners & Advisers
  • To process all new business applications in a compliant manner
  • To obtain and provide client valuations
  • To maintain up to date client files
  • To update the back office system
  • To ensure all paperwork is completed accurately and correctly
  • To deal with any client correspondence in a professional manner
  • Responsible for keeping clients and Adviser updated with case progress

What’s on offer:

  • Basic salary up to £28,000
  • Full study support (study days and time off for exams)
  • 4 x Death in Service
  • 25 days holidays
  • Bonus structure
  • Fantastic progression opportunities

Please contact Matthew Biddle on 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity

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