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IFA Administrator

3 months ago

Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Administrator - Study Support / Progression

Company: Well-established Independent Financial Advisors


Location: Manchester



Are you an IFA Admin or similar role, interested in joining a respected company that provides Study Support to help you advance to a paraplanner and Financial Advisor? This opportunity includes Training, Progression, Company Bonus, Qualifications, and Company Benefits.



In this position, your duties will include:


  • Producing and sending client annual review packs
  • Uploading client data and maintaining back office systems
  • Sending periodic annual suitability letters to clients
  • General administration tasks

You will undergo comprehensive training and have the chance to acquire relevant qualifications to boost your career.


Join a dynamic and expanding Financial Advisory, collaborating with a specialized team focusing on financial planning and wealth management.


For almost half a century, the company has consistently grown and excelled in professionalism, client treatment, and ethical standards.


This position is ideal for an IFA Admin seeking to join a close-knit firm dedicated to delivering top-notch service to clients while prioritizing staff well-being and offering continuous growth opportunities.



The Role:
  • Full training provided
  • Producing and sending client annual review packs
  • Uploading client data and maintaining back office systems
  • General administrative tasks

The Ideal Candidate:
  • Experience as an IFA Administrator or similar
  • Understanding of Pensions and ISAs


This job offers Training, Progression, Company Bonus, and Company Benefits. If you are interested in Financial Services and Wealth Management, this could be a great fit for you.


Reference Number: BBBH13504a



We are committed to equal opportunities and encourage applications from all qualified candidates. The salary mentioned serves as a guideline, and the final offer will be based on your experience, qualifications, and skills.


Ernest Gordon Recruitment Limited serves as an employment agency for permanent and temporary worker placements.