IFA Administrator – Macclesfield – Financial Services


IFA Administrator  – Financial Services         J – 608

Macclesfield, Cheshire.

up to £25,000 (negotiable)

Full Time Administrator required for busy IFA practice

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 and all admin to go with this, working alongside two paraplanners and three administrators and the office manager.

Going into client meetings to take minutes

Processing business and sending out reports completed by paraplanners

Processing life, investments, SSAS, SIPP’s.

Monthly Fund Switching

Processing weekly commission on a rota basis

And general administration

There is 20 days holiday to start with and a company pension of 3% matched by the employer and Group Life Scheme after one year’s service.

There is a bonus scheme for Administrators: Discretionary and is based on performance.

CII exams will be supported.

Salary is based on experience.

To apply for this position please contact us for a discussion, call the office on 0161 973 0133 or email your CV to Diana Sproston here.

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