Cheshire IFA Administration Role

3 weeks ago


Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

We are seeking a highly organized and motivated Cheshire IFA Administration Role candidate to join our team. This is a fantastic opportunity for an experienced professional to progress their career within the Financial Services industry.

Job Description

You will work closely with advisers and clients, liaising with product providers to ensure timely and accurate responses. Your responsibilities will include sending Letters of Authority, gathering information, obtaining illustrations and application forms, and providing portfolio valuations.

About You

We are looking for someone with a minimum of 1 year experience in financial services administration. You should have strong organizational skills and be able to work flexibly in terms of hours and location.

What We Offer

This role offers a salary of up to £34,000 depending on experience, plus pension and death in service benefits. You will also receive 25 days holiday per annum (plus Bank Holidays) and the ability to work from home where appropriate.



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