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Junior IFA Administrator

Junior IFA Administrator

£26,000 – £32,000 + Study Support + Progression + Generous Pension


Are you a Junior IFA Administrator with experience working within an IFA Practice, looking to join a company with great opportunities to build a career within the Financial Services sector and expand your qualifications through study support and industry-leading training?

On offer is the chance to join an industry-leading Chartered Financial Planning and Wealth Management company, advising on company goals and aspirations and then putting in place flexible plans to help clients achieve them.

Within this position, you will process fund switches, surrenders, income, and investment withdrawals, support other Adviser Support and Administration staff, and prepare valuation reports. While also doing product and funding research for new investments and top-ups, using systems such as Adviser Asset & FE Analytics.

This role will suit a junior IFA administrator, with experience working within an IFA Practice, looking to take that next step within their career through industry-leading raining and clear progression pathways. In a company that offer a stable 9-5 Monday to Friday based role, a generous pension package, and great future prospects.

* IFA Administrator
* Assisting other Adviser Support and Administration staff
* Use systems such as Adviser Asset & FE Analytics.
* 9 am -5 am Mon- Friday

* IFA Administrator background
* IFA Practice experience
* Looking to progress their career in Financial services
* Commutable to Manchester


Keywords: IFA Administrator, valuation reports, Finances, Financial, IFA, Practice, Financial services, Service, Chartered Financial Planning, Charted, Finance, Money

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.

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