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IFA Administrator

Posted 2 days ago by Ortus PSR
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Salary icon £22,000 - £26,000 per annum
Location icon Stockport , Cheshire

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Are you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team.

Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a significant impact on our client's financial journeys.

The basic salary range for an IFA Administrator is £22,000 - £26,000 and the package includes hybrid working 3 days in the office and 2 from home.

Benefits include: Death in Service (DIS)4 x Salary, Private Medical, Pension 5% Employee / 5% employer (10% total required), Holiday Entitlement 25 days plus Bank holiday rising in line with tenure, Christmas Holiday Office close over Christmas gifted to employees Holiday and Exams paid for to complete CII

Join a team that values collaboration, innovation, and personal growth.  The team encourages continuous learning and offer opportunities to pursue professional qualifications to enhance your career. Work with state-of-the-art tools and software, including Intelligent Office, to streamline processes and maximise efficiency.


Provide pre and post-sales assistance to our Financial Advisers, ensuring smooth operations and effective client interactions.

Support your fellow Administrators by covering their duties during their absence, fostering a cooperative work environment.

Telephone, and electronic inquiries from IFAs, colleagues, clients, and providers promptly and professionally.

Provide clients with timely and accurate information, while obtaining necessary new business and policy details from clients.

Prepare new business applications following established procedures and compliance guidelines, obtaining necessary forms and illustrations from Platforms & Providers.

To be considered

Dedication to delivering exceptional service and prioritising client satisfaction.

Strong organisational abilities and self-motivation to effectively manage multiple tasks and deadlines.

Good understanding of the financial industry, its products, and regulations to support Advisers effectively.

Experience of working in the Financial Services Industry is essential

Reference: 51534345

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