A chartered Financial Planning organisation in Altrincham is seeking an additional IFA Administrator to join one of their existing teams.
There are two teams due to the volume and nature of the business and this role available is paying up to 28,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients.
The company have a track record for developing staff very well, and they encourage career development through paraplanning and beyond. They much prefer retaining staff and training them.
The role you would be recruited for will see you supporting Advisers and Paraplanners with new business processing, contacting product providers, updating valuations, updating the in house system with client details. You will administer the transactions for pensions, investments and protection for private and corporate clients, this will see you be involved in creating new business packs.
If you would like to learn more about this opportunity please contact Peter Stebbings at ST Resourcing on 07817 661587 or apply.