Full job descriptionAn independent, whole of market financial planning firm near Newton-le-Willows is looking for an IFA Administrator to join its client support team. Salary to £28,000, employer pension through a salary sacrifice scheme, full CII study support and flexible start and finish times.
About the firm:
This is an independently owned financial planning practice, whole of market rather than tied to a network or a consolidator, advising clients across pensions, investments, inheritance tax and protection. Administrators sit inside a proper support function alongside paraplanners and advisers, so the IFA Administrator job is technical work, not general office admin. The firm funds CII study and has an established path from administration into paraplanning and on into advice. The team is growing, and the culture is collaborative and human.
The job:
This is a hands-on IFA Administrator job on a busy desk, with real ownership of client cases from start to finish.
*Owning client cases end to end through to completion
*Chasing providers for outstanding information to keep cases moving
*Processing new business and platform applications accurately
*Preparing client packs, valuations and meeting documentation
*Handling client queries by phone and email
*Keeping client records and the back office system up to date
What you’ll need:
*Financial services experience, financial planning administration ideally
*Accurate and organised on a busy desk
*Confidence dealing with providers and clients directly
*Organised, with the judgement to prioritise a full workload
*Comfortable across back office systems and Microsoft Office
The package:
*£25,000 to £28,000 depending on experience
*Employer pension through a salary sacrifice scheme
*Full CII study support, with a clear path into paraplanning
*Flexible start and finish times
*Free on-site parking
Next steps:
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other IFA administration opportunities across the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn’t quite right but you’re considering your next move, I’m always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.