IFA Administration Specialist
15 hours ago
IFA Administrator Opportunity
We are looking for a talented and experienced IFA Administrator to join our Client Services Team based in Macclesfield.
The successful candidate will work from our office in Macclesfield, providing administrative support to a number of IFA's, preparing correspondence, being the main point of contact for IFA's, clients, life offices and members of the business, and maintaining all administration systems.
About the Company:
We are a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.
We provide independent wealth management advice to both private clients and business owners.
Key Requirements:
- A strong understanding of pensions and investments products.
- Excellent communication skills, both written and verbal.
- Strong administrative skills, with the ability to work accurately and efficiently.
- A high level of organization, with the ability to prioritize tasks effectively.
- The ability to maintain confidentiality and adhere to company policies and procedures.
The salary for this role is approximately £24,800 - £27,600 per year.
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