IFA Administrator

A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired.About the firm:This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It''s a small, close team, so you''d work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm''s founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded.The job:This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning.Preparing everything the adviser needs for client meetings, from packs to up-to-date valuationsHandling post-meeting actions and implementing the adviser''s recommendationsGathering plan information and letters of authority from providersSupporting technical research and suitability reports as you train into paraplanningKeeping client records accurate and compliant on the CRMLiaising with clients and providers to keep cases movingWhat you''ll need:Some financial financial planning / IFA ..... full job details .....