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Job Location | Bolton |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
A multisite organisation which specialises in wealth management have an opportunity for an experienced IFA Administrator to join an existing team in Bolton. The role will see you work alongside experienced Paraplanners, Chartered Financial Planners andAdministration staff.The salary on offer is up to £30,000 with very good benefits and progression opportunities.You will be responsible for providing full back office support ensuring excellent service delivery. You will also be responsible for producing new business packs, producing client portfolio review packs, liaison with clients and providers, and inputting dataonto the back-office system. To be a suitable candidate you will you must have experience of working in an office administration support role within an IFA environment and be comfortable using MS Office including Word, Excel and Outlook. Working knowledge of IRESS Adviser Office is desirable.If you have experience in an IFA practice, then please apply