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Job Location | Altrincham |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary. This opportunity is perfect if youre looking for the next step in your Admin career, but dont necessarily want to become a Paraplanner. The company dont have Paraplanners but the do have an experienced support team who have been up-skilled so write basicSuitability Reports. Conduct research for new business cases, focusing on fund and cost analysisAs an IFA Administrator youll process new business, contributions and withdrawals. Handle Letters of Authority and client enquires. Gather plan details for analysis, conduct portfolio re-balancing and prepare client packs for Annual Review meetings. The business are in need of someone whos supported financial advisers before in a similar role, and offer full support towards personal development and professional qualifications. The role is office based, Monday to Friday and the benefits include: