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Senior IFA Administrator (part time)

Employer
Heat Recruitment
Location
Macclesfield
Salary
25000.00 - 28000.00 GBP Annual
Closing date
30 Nov 2021

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An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice in Cheshire.

The firm have consolidated throughout the COVID pandemic and are now looking to grow the business, with this role being a key component to facilitate this expansion.

Key responsibilities

  • Preparing new business and client review packs for client meetings
  • Assisting with the production of accurate client portfolio valuations using Intelligent Office
  • Completing ongoing servicing requests for existing clients
  • Prepare new business documents ensuring all paperwork is completed accurately and correctly.
  • Process new business applications via platform providers

What's on offer?

  • company pension
  • remote working - 1 day in office per month
  • 25 days holiday + bank holidays

What's needed to be considered?

  • previous experience in a financial sales support role
  • experience using the Intelligent Office system
  • exemplary communication, organisational and administration skills

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive GBP200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support

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