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 an 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 £33,000 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 an 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 IFA administrator role includes:
* Annual salary of £26,000 to £33,000, 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 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, IFA administrator, Investment Administrator, Client Services Administrator, or Wealth Management Administrator, this IFA administrator role might just be the perfect fit for you.
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