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IFA Administrator
West Chester
£22-29K
Office Based
Are you looking for an opportunity to work in a supportive and professional environment?
Simply looking for a move to a more reputable and established firm?
This role could be for you!
We are working with a Cheshire based Wealth firm who are looking to grow their Admin team within their Chester head office.
Ideally this individual will have a background in IFA, however there can be some movement on experience so long as there is relevant financial services skills / understanding to transfer over.
IFA Administrator role:
* Support Paraplanners and Advisers with admin needs
* Point of contact for clients
* Update systems and manage clients files
* Speak to clients when required and update Paraplanners / Advisers with findings
* Some New business and report writing
IFA Administrator Requirements:
* Strong admin background and ideally wealth experience
* Ability to multitask and prioritise workflow
* Confident in both admin and telephone tasks
* Ability to commute daily to the office
If you are interested in the opportunity, and have the necessary skills, please contact Sam at Heat’s Manchester office