Recruiting now
IFA Administrator
| Posted: | 08/04/25 | ||
| Recruiter: | Integro Partners | ||
| Reference: | 2928498888 | ||
| Type: | Permanent | ||
| Salary: | £28,000 - £30,000 Annual | ||
| Location: | UK | ||
| Description: | IFA Administrator Bolton Based £30,000 DOE Hybrid Working (2 Days WFH) Study Support Progression & Development Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work life balance? Then this could be the role for you? My client believe financial planning is about more than just advice. It s about creating a roadmap for a life well-lived, which we call Life Landscaping. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities - Obtaining and compiling provider information and illustrations - Processing and tracking new business submissions - Managing investment, pension, and protection business - Communicating with clients and providing exceptional customer service - Preparing valuation reports, performance documentation, and review checklists - Processing and monitoring switches with providers - Completing withdrawal instructions for clients - Updating back-office systems Required Experience - Excellent communication skills with a customer-centric approach - Team-oriented, with a collaborative work style - Experience with IFA systems and processes Apply now for this exciting IFA Administrator role! | ||