$37,870 yearly
CV Library
Altrincham, Greater Manchester
We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.
Client Details
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.
Description
As IFA Administrator, you will be responsible for:
Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
Administration support for valuations, transfers and client reviews in preparation for client...