Job Description
IFA Administrator
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new busines...
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new busines...
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