Administrator - Independent Financial Adviser (Ifa)

3 weeks ago


Stockport Greater Manchester, United Kingdom Prestige Recruitment Group Full time

The role offers hybrid working from home and flexible working hours.
Forward thinking financial planning firm based in Stockport, Cheshire are dedicated to helping clients achieve their financial goals. This Stockport based firm are looking to add to their Financial Services administration support team.
They are seeking a highly organised and detail oriented IFA Administrator to join their Financial Services administration support team. The successful candidate will play a critical role in supporting the IFA’s and ensuring the smooth and efficient operation of our office.
Assist financial planning advisors in preparing financial plans and investment recommendations.
Process account applications, transfers, and other paperwork.
Handle administrative tasks, including phone calls, emails, and managing office supplies.
Minimum of 1 Years experience working within a Financial Planning practice.
Ideally experience within Pensions or Investment Management administration.
Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
Previous experience in financial services or a similar role is preferred.
For more info on this outstanding Financial Services job opportunity based in Stockport, Cheshire please click to apply.
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