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2 weeks ago
An exciting opportunity has arisen for an IFA Administrator to join our organisation, working closely with dedicated advisors to enhance the client experience.
About the RoleWe are a progressive and buoyant Firm of Independent Financial Planners, providing bespoke Financial Advice to clients. This role will involve processing new business, client illustrations, and valuations.
Responsibilities- Process transfers, top-ups, withdrawals, income, contributions, fund switches, bed & ISA, and protection
- Support senior staff members by coordinating their schedules and responding to client inquiries
- Maintain accurate records of client interactions and transactions
As a leading recruitment specialist, Medlock Partners offers a dynamic work environment, promoting professional growth and development. Our commitment to diversity and inclusion ensures that all candidates are encouraged to apply.
CompensationThe estimated annual salary for this position is £38,000, considering the location in Manchester and the candidate's level of experience.
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