ENTIRE FS  Salary

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THE WARRANT HOUSE HIGH STREET ALTRINCHAM WA14 1PZ
TIN: 08630236
 Finance and Insurance
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ENTIRE FS

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ENTIRE FS is looking for employees for positions:

senior administrator

  • senior administrator

Working hours

  • full-time | Permanent

Responsibility

  • we are a leading Wealth Management firm in the centre of Altrincham looking to recruit a Senior IFA Administrator into our Pension & Investment Team
  • candidates applying should have a minimum of two years experience within this type of role and have a very high level of attention to detail along with the ability to work independently managing their own workload of tasks delegated by the Team Manager
  • ideally you will be working towards your R0 qualifications or have already obtained some. We support our staff with their professional development which includes paying a bonus on each exam passed
  • preparing clients packs for Annual Review meetings and then completing the work required post meeting
  • processing and submitting new business adhering to the new business workflow

Requirements

  • IFA Administration: 2 years