Ifa Administrator

2 weeks ago

Bolton, Bolton, United Kingdom ST Resourcing Ltd 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.

If you have experience in an IFA practice, then please apply

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