Ifa Administrator

2 weeks ago

Altrincham, United Kingdom ST Resourcing Ltd Full time

IFA Administrator required to join an independent financial planning firm based in Altrincham. 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.
- Industry experience
- Experience of multiple sector specific online platforms and back office systems
- Excellent communicative and administrative skills
- Excellent analytical skills with a preference for working in a structured manner

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