Macclesfield
Administrator
Macclesfield
Up to £30,000 based on IFA experience
Monday to Friday
Do you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm who offer genuine progression.
An established Wealth Management firm within the Macclesfield area are looking for an IFA Administrator to join their established team and immediately start supporting other members of the team, whilst taking on more cases themselves.
This would be a great opportunity for someone to further develop their skills and use their experience to support others around them, be a point of contact for clients and help with improving processes across the business.
IFA Administrator Duties:
– Working with a wide range of financial products
– Handling internal contact from new and existing customers
– System updates and amending ongoing cases
– Working with advisers to develop an ongoing relationship
– Provide general admin support
IFA Administrator Requirements:
– Financial Services Admin experience is a must
– Ideally experience of working with SIPPs, General Pensions, Drawdowns and Bonds/Trusts – but not a deal breaker
– Preference would be experience using Intelligent Office
– Already completed or desire to complete exams will result in higher salaries.
IFA Administrator Package:
– Up to £30K for an experienced individual
– 26 days holiday plus bank holidays
– Death in Service
– Private Medical
– Life and Health Insurance
If you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.
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