Eventus Recruitment are seeking a full-time permanent IFA Administrator to join a successful IFA / Financial Planning business based in Altrincham, Trafford. This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth. Working hours are 9am – 5pm, Monday to Friday and you will receive 24 days holiday (plus bank holidays), team bonus, excellent company pension, income protection (75% of salary), group life cover (death in service) - 4x salary and study support.

Role Responsibilities

The successful IFA Administrator will support financial planners in a range of administrative tasks. This is a full-time permanent job and an excellent opportunity for a financial planning professional to grow and develop. The day-to-day job duties include:

• Processing and submitting new business adhering to the new business workflow
• Submitting Letters of Authority and collating all of the required plan details for research and analysis
• Meeting and greeting clients, answering and dealing with incoming enquiries 
• Portfolio rebalancing, buying and selling 
• Accurately processing client withdrawals and contributions and monitoring these through to completion
• Preparing clients packs for Annual Review meetings and then completing the work required post meeting 
• Writing basic Suitability Reports
• Completing research for new business cases, primarily fund and cost analysis

Person Specification

Our client is looking for professionals with the following experience, skills and attributes:

• Experience of working in a financial planning / financial advice firm
• A desire to grow and develop - the employer supports staff with their professional development which includes paying a bonus on each exam passed
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong written and verbal communication skills
• Client focused with the ability to provide an exceptional client experience
• Ability to work both independently and as part of a team
• Desire to pursue a career in financial planning and attain relevant certifications

Benefits and Rewards

The incoming IFA Administrator will benefit from working within a modern and approachable team, at a firm that offers great prospects and career paths. In addition, you will be rewarded with the following employee benefits:

• 24 days holiday (plus bank holidays)
• Team bonus
• Excellent Company Pension
• Income Protection - 75% of salary
• Group life cover (death in service) - 4x salary
• Study support

About the Company

This is a modern Financial Planning firm in Altrincham, which combines good old-fashioned business values with a modern approach, working with the very latest technology and systems.  In addition, they have invested heavily in their own bespoke customised back-office system, which has enabled them to improve their proposition with great efficiency. This is combined with a fundamental belief that their people are key to what they offer. The whole team has the desire to work together to solve problems and ensure that clients receive the best possible service and advice.

Next Steps

Apply now if your skills and experience align with this IFA Administrator job in Altrincham, Trafford. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.