A small yet growing IFA firm in the Stockport area is bringing on their first Administrator to support the two Director/Advisers to assist with implementing all processes and owning the Administration process. Paraplanning is currently outsourced.
Salary for this role is up to 28,000 with some good benefits and a great location near shops and amenities. Flexible working available.
In the role you will be involved with setting up the Administration process, processing new business, prepare meeting packs, diary management, contacting product providers, updating personal details and keeping back office system up to date.
There is much more to the role, and given the nature of it you will need to be adaptable to whatever you are faced with.
If you have experience of providing Administration in a wealth management/IFA firm then you are likely suitable, so please apply or call Peter Stebbings on 07817 661587 or email email@example.comHelp