Are you an IFA Admin or similar, looking to join a well-established and long-standing Independent Financial Advisors, that care for their workforce, whilst boasting high retention rates and offering generous company benefits including an annual bonus, and a great, tight-knit working environment?
£28,000 - £32,000 Company Bonus 8% Pension 9am - 5pm Monday to Friday 32 Days Holiday Company Benefits
Your responsibilities will include processing new business applications, managing fund transactions, conducting product and fund research, preparing valuation reports, and acting as client liaisons.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
About our client
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, which will offer you Study Support along with tailored training to progress to a paraplanner and Financial Advisor, offering a generous company bonus and a great working environment?
IFA Administrator (Progression to Paraplanner)
£28,000 - £32,000 Training Progression Company Bonus Qualifications Company Benefits
Our client is offering an exceptional package of company benefits (listed below)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
Processing new business applications across the key financial products.
General
Our Manchester based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, which will offer you a Study Support to progress to a paraplanner and Financial Advisor, offering a generous company bonus and a great working environment?
£23,000 - £26,000 Training Progression Company Bonus Qualifications Company Benefits