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| Job Location | Altrincham |
| Education | Not Mentioned |
| Salary | £25,000 - £30,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
* Senior IFA Administrator* Altrincham* Up to £30,000Senior IFA Administrator (office based)Based in AltrinchamSalary up to £30,000Requirements * Minimum of 3 years experience within a Financial Advice firm supporting IFAs. * Very high level of attention to detail* Ability to work independently managing their own tasks delegated by team manager.Experience using back office system Intelliflo and any experience of the following would be very useful but not essential -* Defaqto* O&M profiler* IO Planning (Cashflow planning)Role* Meeting and greeting clients, answering and dealing with incoming enquiries* Diary Management - arranging appointments with clients and updating advisers diaries.New business * Processing and submitting new business adhering to the new business workflow.* Case Ownership - Following submission of new business.* Letters of AuthorityExisting Clients* Portfolio rebalancing and trading.* Processing withdrawals and contributions and monitoring these through to completion.* Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes.DisclaimerIntegro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age orexperience for this role.