Senior IFA Admin

1 week ago


Stockport, Stockport, United Kingdom Eventus Legal Full time

Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport.

Reporting to the Practice Manager, you will be working closely with a team of Financial Planners.

You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.

The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role, supporting Financial Planners.

Obtaining applications, illustrations etc

  • Ensuring all required information needed to complete application forms and illustrations has been obtained.
  • Preparing information/comparisons for analysis by the Financial Planners.
  • Carrying out technical calculations as directed by the financial Planner
  • The incoming IFA Administrator will have strong administrative skills from within an IFA / Financial Planning environment. Additionally, you will be competent with using various industry software packages. Excellent attention to detail and the ability to accurately process data and information
  • Experience and competence of using software packages and CRM systems
  • Excellent command of the English language
25 days holiday plus bank holidays.

  • Year-end bonuses
  • Excellent Pension scheme
  • This job opportunity is within an established Financial Planning Firm in Stockport, Cheshire. They specialise in pensions and retirement planning work, investments, corporate advice and protection. The firm is looking for a talented individual who wants to be supported with skills development and career progression pathways.
Apply now if your skills and experience align with this Financial Planning / IFA Administrator job.

Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK.

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