Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
We pride ourselves on providing clients with unparalleled service as we support them through the process of selling or buying a business and help them achieve their goals.
The Group is a collection of the most respected and leading boutique business brokers in the marketplace.
Altius Group is the market leader in business sales transactions for corporate enterprises.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
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 Chorley.