We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products.
The firm in question is passionate about making financial planning accessible to everyone.
Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider.
The salary for this role would be £24,000 - £28,000 as a guide with additional benefits.
This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable.
The firm in question is passionate about making financial planning accessible to everyone.
Job Description
Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Bury.
Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits.
As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser.
The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors.
This company requires someone who lives and breathes data, doesn't want to just process information but wants to understand WHY it's being processed; basically, someone who is an inquisitive soul who won't rest until they've found solutions!
The role is perfectly aligned for someone is a self-confessed Excel geek & gets satisfaction from information being accurate!
You will be the person to spot anomalies and trends or identify ways in which existing processes could be streamlined; the information you find will then be used by management to scrutinise and make commercial decisions.
We are representing a credible and boutique Firm of Financial Planners who have a large presence throughout the North West who are known for providing bespoke Financial Planning advice to their extensive and growing Client base consisting of high net worth individuals.