IFA Administrator Vacancy, Stockport, up to £35,000


An established and growing IFA in Stockport are seeking a detail-oriented individual who is passionate about supporting financial advisors in delivering top-notch service to clients. As their new IFA Administrator you will play a pivotal role in our client-focused approach to financial planning. You'll be a key support figure, responsible for assisting our Independent Financial Advisors in ensuring seamless client interactions and administrative efficiency.

 
Responsibilities:

• Collect and organise client information for meetings, ensuring accuracy and completeness
• Assist in the preparation of client reports, proposals, and documentation
• Handle administrative tasks such as processing client transactions and maintaining records
• Communicate effectively with clients, providers, and any third parties
• Support advisors in managing their schedules, appointments, and client follow-ups
• Contribute to streamlining administrative processes to enhance overall efficiency

 

You’ll Need:

• Previous experience in a similar role within the financial services industry
• Proficiency in Microsoft Office Suite and familiarity with CRM systems
• Strong written and verbal communication abilities
• Ability to collaborate effectively within a team-oriented environment
• Proactive mindset with a dedication to delivering high-quality service

 

You’ll Receive:

• A starting salary of up to £35,000
• Car Parking paid for
• Death -In- Service
• Bonus scheme
• 23 days Holiday, exclusive of any public holidays
• Full provision of training and support with any professional qualifications you may want to undertake

Please contact richard@recruitment22.co.uk for more information.