Administrative Professional for IFA Business

1 week ago


Altrincham, Trafford, United Kingdom IDEX Consulting Full time
Administrative Role Overview

We are seeking a skilled administrator to join our Altrincham-based IFA business. As a key member of our team, you will play a vital role in maintaining accurate records, managing pipelines, and providing exceptional customer service.

Main Responsibilities
  1. Pipeline Management: Ensure all business is recorded and chased through to completion, collaborating with advisers, providers, and other stakeholders to ensure seamless communication.
  2. Client File Maintenance: Maintain client files according to company guidelines and standards, guaranteeing accuracy and compliance.
  3. Case Preparation: Prepare cases for paraplanning, verifying that all necessary information is readily available, and resolving any outstanding queries in collaboration with relevant departments.
  4. Ad-Hoc Tasks: Assist the business as required with various duties, including client meetings, enquiry handling, and task completion.

Employment Benefits
  • A competitive annual salary ranging from £35,000 to £45,000, commensurate with experience.
  • An impressive 28 days' holiday allowance, coupled with Bank holidays, allowing for an ideal work-life balance.
  • Access to extensive training and development opportunities, fostering ongoing skill enhancement.
  • An extra hour off on Fridays, accompanied by relaxed Friday attire, promoting harmony between work and personal life.
  • A comprehensive Work Place Pension scheme, securing your financial well-being upon retirement.
  • Flexible exam and study leave arrangements, supporting your professional growth and continuous learning.
  • A regular staff recognition bonus, acknowledging and rewarding individual accomplishments.
  • The Employee Assistance Programme, providing discreet support and expert advice when required.


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