IFA Administrator / Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

Stockport

£24,000 - £30,000

Hybrid Working available

Are you an IFA Administrator who is now considering your next move?

• Are you fed up with working in the office full-time?
• Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
• Are you looking for a varied role where you can really add value?

If so, we can help...

Company/Role Information:

• Our client is a professional independent advisory firm which has Chartered Status
• As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
• Contributions, Fund Switches, Bed and ISA and protection.
• You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
• This is a very varied role - with lots of client contact, organizing the Advisers diaries, processing of new business
• Hybrid working - up to 50% home working after completion of your probation
• Hours 37.5 hours per week, but with flexible working - 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,

So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.