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IFA Administrator

Posted: 06/11/24
Recruiter:Integro Partners
Reference:2845856009
Type:Permanent
Salary:£28,000 - £32,000 Annual
Location:Hoole, Cheshire
Description: IFA Administrator
£28-32K depending on experience
Chester
Office based

Tired of working for a large corporate & feeling unappreciated?

Wanting to work more closely with clients, becoming an integral part of the process?

This opportunity could be a fresh start

A Chester based Wealth Management firm are keen to bring on a career IFA Admin, to not only support with the workload, but also to assist in guidance and development of some of the lesser experienced individuals in the department.

Whilst this isn t a management position, being able to pass on experience as well as hands on support will add value to the team.

This is an opportunity to join an established business, who have a real focus on face-to-face meetings with their clients. This ensures that both the Admins and Paraplanners will be actively involved in the client process, earning recognition for their work, so nobody feels like they are just working behind the scenes.

The preference here is a career IFA Admin, however, there is still scope for progression up to Paraplanning and Advising in the long term.

Get in contact with Sam at Integro Partners if you want to discuss the opportunity further.

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