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IFA Administrator

Job Posted: 9 days ago

Salary: £ 25,000 - 31,000 / Annum
Job Type: Permanent
Location: Stockport, Greater Manchester

Expire in: 19 days

Job Description

Your new company 
This financial planning organisation is seeking an IFA Administrator. You will be joining a reputable and growing firm known for delivering high quality, client-focused financial planning services. With a supportive team culture and a strong commitment to professional development, this firm offers an excellent environment for someone looking to build a long-term career in financial services.
Your new role 

Processing new business and processing new business with a 3rd party provider
Managing documentation and correspondence related to new business activity
Sending out documents and correspondence to clients and liaising with clients via phone and email
Updating client records accurately 
Using 3rd party provider platforms to track progress and manage workflow effectively.What you'll need to succeed 
Your previous experience working in a client services/IFA administration role in a financial planning practice/provider will help you succeed in this role. You will need to have experience processing new business and also have previously used 3rd party provider platforms such as Aviva and Aegon. You are highly organised with excellent attention to detail as well as having excellent customer service and communication.
What you'll get in return 
You will receive an excellent salary of up to £31,000 depending on experience, plus an excellent benefits package including holidays, opportunity to work from home after probation, pension, and more. 
What you need to do now 

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Looking for your next career move? Join a top company hiring IFA Administrator job near me in Stockport, Greater Manchester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!