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IFA Administrator

4 months ago

Bury, United Kingdom Recruitment22 Full time

Client Services Administrator Vacancy. Bury. Up to £32,000.


This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase knowledge and experience and have opportunities to further their career in the future.


As an IFA administrator your will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quote and processing new business, transfers and withdrawals. You'll also benefit from plenty of client contact while booking and arranging the Advisers meetings.


The role is office based and come with the following benefits:

  • Holidays: 25 days increasing with length of service
  • Pension Scheme: 3% Employer and 4% Employee contributions
  • Death in Service: 4 x salary
  • PHI: 75% up to NRD, 13 weeks deferred
  • Support towards the level 4 diploma in financial planning
  • Professional development ongoing


For more information please contact richard@recruitment22.co.uk