IFA Administrator

Senior Client Administrator Altrincham £28,000 - £34,000

A leading wealth management firm have an exciting opportunity to join their new business team in an admin support capacity, with opportunities for progression and access to funding for qualifications. If you have relevant experience working in this sector.

Responsibilities include:

• Submitting new investment, pension and protection applications
• Monitoring new business applications from submission through to completion
• Chasing outstanding documentation, transfer requests and provider information
• Supporting a team of Financial Advisors, keeping clients informed of progress
• Updating client records and CRM systems

Essentials:

• Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector
• Accustomed to using industry platforms such as Salesforce and I-Business

This is the ideal opportunity for an experienced administrator who is detail orientated, well-organised and accustomed to working within the wealth management or financial planning sector.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.