IFA Administrator: Client Data & Expert
Job in
Altrincham, Greater Manchester, WA14, England, UK
Listed on 2026-01-22
Listing for:
Asset Recruit
Full Time
position Listed on 2026-01-22
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
A financial services firm in Altrincham is looking for an Experienced IFA Administrator to support a Chartered Financial Planning Consultant. The ideal candidate should have a proven IFA background and be skilled in handling client communications. Responsibilities include managing records using Intelligent Office, preparing meeting documentation, and providing general office support. Training will be offered for those familiar with Intelligent Office.
This is an opportunity to be part of a collaborative team in an engaging work environment.
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