Eden Rose
IFA Administrator
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Job Ref
91051
Location
Macclesfield
Salary
£25,000 - £32,000 Per Annum
Employment Type
Permanent
Location
Macclesfield, North Yorkshire
Type
Permanent
Job #91051
Salary
£25,000 - £32,000 Per Annum
We’re currently looking for an experienced IFA Administrator to join an established wealth management business.
This is a great opportunity for someone with financial services administration experience who enjoys working closely with clients and advisers and wants to develop their career within a supportive team.
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What you’ll be doing
- Acting as the first point of contact for clients and handling queries professionally
- Supporting Financial Advisers with diary management, meeting packs and client meetings
- Processing new business, fund switches, Letters of Authority and change of agency procedures
- Maintaining accurate client records and compliance documentation
- Completing AML checks and ensuring client information is kept up to date
- Tracking cases and keeping advisers and clients updated throughout the process
- Providing general administration support to the wider team
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What we’re looking for
- Previous experience in financial services administration, ideally within wealth management
- Strong client-facing and communication skills
- Excellent attention to detail and organisation
- Good knowledge of Microsoft Office
- Xplan experience would be advantageous
- Proactive, reliable and able to manage multiple priorities
- Comfortable working independently and as part of a team
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