Ifa Administrator

If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. The salary for this role would be GBP24,000 - GBP28,000 as a guide with additional benefits. This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable. Situated outside Manchester, to the north, this firm near to Bury have recognised a gap in their support team, with the ideal hire being that of an established Administrator. You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role. The position is all encompassing covering the processing of new business, updating systems, speaking with product providers, issuing updates to clients, dealing with client queries to name the main areas. The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios. Your role will see you working closely with all, and through the work, get to know each client's file very well. Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done. And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.