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Ifa Administrator

4 months ago

Stockport, United Kingdom Cranleigh Personnel Full time

**IFA Administrator / Wealth Planning Administrator**

**Stockport**

**£24,000 - £28,000**

**Hybrid Working**

**Are you an IFA Administrator who is now considering your next move?**
- Are you fed up of working in the office full time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?

If so, **we can help...**

**Company/Role Information**
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income, Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role - with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working - up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working - 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,

So, if the time is right to move roles into a practice which places a huge importance on

collaboration and you feel that you would like to use your technical skills with a route to

detail.

**Salary**: £24,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 1 years experience working as an IFA administrator?

Work Location: In person