Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client is offering an exceptional package of company benefits (listed below)
Posted by Taylor James Professional Recruitment • £23K/yr to £28K/yr
Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
As a Financial Services professional 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
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
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 from their Cheadle office (hybrid working available).
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.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
We are seeking an experienced IFA Administrator with a minimum of 2 years' experience in an IFA practice, to provide first-class customer service and administrative support.
The role involves managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.
Day-to-day of the role
Manage a bank of consultants and their clients, providing excellent customer service and administrative support.