Ifa Administrator

2 days ago

Hazel Grove, United Kingdom Ortus Psr Full time

**IFA Administrator**

**Location: Stockport**

**Salary: £18,000 - £25,000**

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other 3rd parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired

  • Ifa Administrator

    6 days ago

    Hazel Grove, United Kingdom CB3 Associates Ltd Full time

    **The Company**:Nationally recognised IFA firm based in Stockport looking to expand their back-office team by bringing in an additional IFA Administrator who holds private wealth focused adviser support experience. Having gone through a periodof growth across 2021/22 there is a need to further flesh out their adviser support setup across both administration...