Adviser Support Administrator

4 weeks ago


Altrincham, United Kingdom Recruitment22 Full time

IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary.

This opportunity is perfect if you're looking for the next step in your Administration career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write Suitability Reports, conduct research for new business cases, and do fund and cost analysis too.

In addition you will process new business, contributions and withdrawals. Handle letters of authority and client enquires. Gather plan details for analysis, conduct portfolio re-balancing and prepare client packs for annual review meetings.

The business are in need of someone who's supported financial advisers before in a similar role, and offer full support towards personal development, professional qualifications and potentially advising in the future.

The role is office based, Monday to Friday and the benefits include:

* Company Pension

* 24 days holiday plus bank holidays

* Income Protection - 75% of salary

* Group life cover (death in service) - 4x salary



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