Are you ready to step up your career in the world of finance? Our client, a top Wealth Management firm in Trafford, is on the hunt for a Senior IFA Administrator to join their dynamic Pension & Investment Team. If you have a keen eye for detail and thrive in an independent work environment, this could be the perfect role for you. With a salary ranging from £26,000 to £30,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams. Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients. The team operates from a beautifully restored former police station, providing a serene setting for financial planning. As a Senior IFA Administrator, you will: Process and submit new business following the new business workflow. Submit Letters of Authority and gather necessary plan details for research. Meet and greet clients, handling incoming enquiries. Conduct portfolio rebalancing, buying, and selling. Accurately process client withdrawals and contributions. Prepare client packs for Annual Review meetings and complete post-meeting tasks. Write basic Suitability Reports. Conduct research for new business cases, focusing on fund and cost analysis. Package and Benefits: The Senior IFA Administrator role includes: Annual salary of £26,000 to £30,000, plus team bonus. 24 days holiday. Company pension scheme. Income protection covering 75% of salary after a 13-week deferred period. Group life cover (death in service) at 4x salary. The ideal Senior IFA Administrator will have: At least two years of experience in a similar role. A high level of attention to detail and the ability to manage their own workload. Progress towards R0 qualifications or completion of some exams. Experience with systems like Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics. If you're experienced as a Financial Administrator, Pension Administrator, Investment Administrator, Client Services Administrator, or Wealth Management Administrator, this Senior IFA Administrator role might just be the perfect fit for you. AW_FIN