IFA Administrator – Financial Planning J-754
£20,000 to £25,000
Based in the heart of Macclesfield, long-established leading Independent Financial Advice firm predominantly servicing clients in Cheshire, Derbyshire and Staffordshire, but also across the UK.
Offering Independent Financial Advice for over 40 years, to individuals, medical professionals, businesses and their employees
Curently a team of 9 – two advisers, one is the director, two technical paraplanner’s who write bespoke reports, the office manager and 4 administrators.
The firm are a high net worth IFA practice who offer good competitive salaries dependant of experience and qualifications. They will pay for all administrators to get the qualifications in Financial Planning as career progression and also offer a competitive discretionary bonus to administrators based on company targets and performance of the staff.
- Working with Adviser Office as the back office system
- Working with platforms and DFM’s for their investment strategy along with our own portfolio Service
General Duties include:-
- Looking after your own client bank with two advisers
- Going into client meetings to take minutes
- Processing business and sending out reports completed by paraplanners
- Life, investments, SSAS, SIPP’s
- Monthly Fund Switching
- Processing weekly commission on a rota basis
9am – 5.15pm
Starting with 20 days holiday which increases.
Qualifications are paid for.
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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