Senior Ifa Administrator

20 hours ago

Manchester, United Kingdom Medlock Partners Full time

Job Description Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to £38,000 (Experience dependant) Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.
As a result of their continued ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation.
The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.
Responsibilities: Processing new business, providing Client illustrations and valuations Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.

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