Experienced IFA Administrator
Exchange Street has been retained by this highly established IFA practice that has developed a fantastic name throughout South Manchester and beyond. In order to provide the best possible technical support to their IFAs they are now seeking an experienced administrator.
Providing a comprehensive degree of support to the company’s fee earners it is imperative that applicants have previous experience within a Financial Services practice. Responsibilities will include the processing of new business, obtaining quotes, liaising with clients and third parties and ensuring the back office system is maintained.
To be considered applicants will have sales support experience within an IFA practice and be conversant with an array of pension, investment and protection products. Candidates with FPC/CertPFS will be viewed favourably.
On offer is an extremely competitive salary with additional benefits and an opportunity to work in a professional, commercially minded and highly regarded practice based in South Manchester.