Adviser Support

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.

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