Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
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
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
* Processing new business applications across the key financial products
* Submitting transaction & trade requests including fund switches on and off platform
* Obtaining illustrations & product literature
* Acquiring client portfolio valuations
* Preparation of annual review packs for client meetings
* Acting as a key point of contact for financial planners & clients
* Liaising with product providers
* Actioning LOAs
* Maintaining an accurate record of the Client’s financial situation
The candidate:
* IFA/ financial planning administration experience (essential)
* Experience of using Intelligent Office (desirable)
* knowledge of provider platforms
* Highly organised
What’s on offer:
1. Starting basic salary of up to £3...