IFA Administrator

13 Days Old

IFA Administrator Greater Manchester (Office-Based) £35,000 – £40,000 per annum + Quarterly Bonus + Benefits Full-Time Are you an experienced financial planning administrator looking for a role where your knowledge, independence, and leadership can truly make a difference? We're working with a long-established financial advice business that is expanding its support team due to ongoing growth. This is an excellent opportunity for someone who thrives in an office-based team environment, enjoys supporting high-net-worth clients, and wants to contribute to the development of others. Key Responsibilities: Provide advanced administrative support to a team of Financial Advisers, with a focus on complex client cases and high-net-worth individuals. Work closely with senior members of the support function, assisting in oversight, training, and mentoring of junior staff. Manage end-to-end client processes including provider liaison, application handling, valuations, and post-review actions. Maintain detailed and compliant client records through back-office systems and platforms. Contribute to process improvement, team knowledge sharing, and support wider business initiatives. ? What We're Looking For: Minimum 5 years' experience in financial services, ideally supporting Independent Financial Advisers (IFA). ...
Location:
Altrincham
Salary:
£40,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

We found some similar jobs based on your search