Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.
The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions.
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company with big growth plans.
You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
We are delighted to be exclusively working alongside a well established mortgage advisory firm who are dedicated entirely to offering honest and ethical advice to their clients find the very best mortgage deals.
Due to their ever-expanding growth they are now looking to recruit an experienced Mortgage Administrator to join their already highly successful 2nd Charge team.
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