Ifa Administrator
4 months ago
**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
-
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