SonicJobs Logo
Login
Left arrow iconBack to search

IFA Administrator

Carlton Mays
Posted 14 days ago, valid for 8 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£35,000 per annum

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position of IFA Administrator / Senior Administrator offers a salary of up to £35,000 per year depending on experience.
  • The ideal candidate should have a background in Financial Services and previous experience in a similar role.
  • This office-based role involves supporting Financial Advisers and maintaining client databases while ensuring excellent customer service.
  • The job provides a 9 to 5 working schedule, 25 days of holiday plus Bank Holidays, and opportunities for career progression.
  • Additional benefits include a bonus scheme, company events, pension, life insurance, and private medical insurance.

IFA Administrator / Senior Administrator | Up to 35K DOE

We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office.

A background in Financial Services is desireable.

You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients

This is an office based position and provides excellent career progression.

Duties include:

Act as point of contact for all clients and providers

Maintaining client database, updating accurately

Assist with processing of new business and review packs

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is required.

In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects

Job Type: Full-time, Permanent

Pay: Up to £35,000.00 per year

Additional pay:

  • Bonus scheme

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Work Location: In person

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.