IFA Administrator

Job Description

IFA Administrator in Altringham

Up to £35,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.

As an administrator in a team of 3 other admins, you’ll play a key role in supporting two advisers to deliver exceptional financial planning services. You’ll use your expertise to prepare research, liaise with clients and providers, and ensure all client records are up to date.

Benefits:

• Up to £35,000
• Pension contribution
• Parking
• 9:00am to 5:30pm
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to advance towards exams

To be considered for this IFA Administrator position:

• Proven IFA Administrator experience within an advisory or wealth management environment.
• Understanding of financial products – investment, pensions, tax planning
• Proficient in using financial planning software and CRM systems – training can be provided

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