Financial Administrator Job In Altrincham

• Location: Altrincham
• Salary: £26,000 - £32,000
• Job Type: Full-time

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We are a prestigious Wealth Management firm located in the heart of Altrincham, seeking a dedicated IFA Administrator to join our Pension & Investment Team. The ideal candidate will have at least two years of experience in a similar role, possess exceptional attention to detail, and have the ability to manage their workload independently. Professional development is a key part of our ethos, and we support our staff in their pursuit of R0 qualifications, rewarding them with bonuses for each exam passed.

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• Process and submit new business, adhering to the new business workflow
• Handle Letters of Authority and gather required plan details for research and analysis
• Welcome clients, answer enquiries, and manage incoming communication effectively
• Conduct portfolio rebalancing, including buying and selling
• Process client withdrawals and contributions accurately, monitoring them through to completion
• Prepare client packs for Annual Review meetings and execute post-meeting tasks
• Write basic Suitability Reports
• Complete research for new business cases, focusing on fund and cost analysis

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• Minimum of two years’ experience as an IFA Administrator
• High level of attention to detail
• Ability to work independently and manage a personal workload
• Progress towards or completion of R0 qualifications is highly desirable
• Experience with financial platforms such as Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics

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• Competitive salary based on experience plus team bonus
• 24 days holiday
• Company Pension
• Income Protection (75% of salary, payable after a 13-week deferred period)
• Group life cover (death in service) at 4x salary

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This role is office-based, and we offer a range of additional company benefits after 3 months of permanent service.

To apply for the IFA Administrator position, please submit your CV and we will be in touch!