IFA Administrator

3 weeks ago


Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Admin (Progression to Advisor)

£27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits

Manchester

We are seeking an experienced IFA professional to join our team as an IFA Admin, providing administrative support to our advisors and contributing to the growth of our wealth management business.

As an IFA Admin, you will be responsible for processing new business applications, fund switches, and investment withdrawals, as well as managing client data and conducting product research using systems like Adviser Asset & FE Analytics.

This role is ideal for someone looking to advance their career into a Technical Advisor Support role within a company that offers a wide range of benefits, including study support and hybrid working.

The Role:
  • Liaising with Advisors
  • Preparing valuation reports
  • Research on Products and Market trends
  • Monday - Friday, 9am - 5pm
The Person:
  • Background in an IFA practice

We are an equal opportunities employer and welcome applications from all suitable candidates.


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