Apply for this role if you're wanting to join a forward-thinking financial services company that can offer you a career through personal development with qualifications and on-the-job training, and promotions and rewards.
The company are an Independent Financial Advisers in Stockport and when successful you will join a team of 5 as an Adviser Support Administrator, and support their Independent Financial Advisers by:
Taking ownership of the review cycle from start to finish
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.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Have an understanding of 3rd party providers platforms and processing times.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Stockport.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
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.