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Senior IFA Administrator

2 months ago

Manchester, United Kingdom Taylor James Professional Recruitment Full time
{"title": "Senior IFA Administrator", "content": "Key Responsibilities

As a Senior IFA Administrator, you will be responsible for processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. You will also be required to mentor and train junior team members, prepare annual review packs, and act as a key point of contact for financial planners and clients.

Requirements

To be successful in this role, you will need experience in IFA/financial planning administration, with a strong understanding of provider platforms. You will also need to be highly organized and able to work effectively in a team environment.

What We Offer

We offer a competitive starting salary of up to \u00a332,000 + bonus, as well as home working and 26 days holiday. We also provide full study support, including training courses, and structured career progression.

Please submit your latest version of your CV to be considered for this opportunity.

", "company": "Taylor James Professional Recruitment"}