Ifa Administrator

We are delighted to be recruiting for an IFA Administrator in Lymm, this wealth management firm are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Planners andParaplanners. Salary up to £28,000 plus benefits, this is flexible for the right person.

Key responsibilities will include
- Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA’s
- Assist the financial planners with pre meetings / pre-contract preparation including research into clients existing arrangements
- Provide support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.
- Previous experience within an IFA practice
- Experience of multiple sector specific online platforms and back office systems
- IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone
- Excellent analytical skills with a preference for working in a structured manner