Ifa Administrator

2 months ago


Manchester, United Kingdom Medlock Partners Ltd Full time

Salary up to £35,000 (Experience dependant) 26 days holiday, You will receive an additional days leave on your Birthday
Hybrid working (3 days from home)

Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.

Processing new business, providing Client illustrations and valuations
Dealing with client/provider queries over the phone and via email.
Maintaining client records on back-office system
Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.


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