IFA Administration Specialist

15 hours ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Careers Full time

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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