Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Fast paced, varied and demanding.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
We are currently seeking a passionate and experienced Disability Advisor to join our Client's multidisciplinary team.
Job Purpose
Working with private sector clients, the advisor will provide assessments and actions plans to help remove disability related barriers.
The post will involve intensive case management to resolve issues for customers and will do this by liaising with stakeholders including the employee, line manager and wider client.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.