IFA Administrator


Company 

Heat Recruitment

Location 

chester

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

Job Requirements/Description

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 Jeat’s Manchester office.

Company 

Heat Recruitment

Location 

chester

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

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