Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
Join us at Tradewind Recruitment in Preston and embark on an exciting journey with our renowned Recruitment Consultant development programme - the Impact Academy.
Have you considered the dynamic world of recruitment but lacked guidance on where to begin?
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.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
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.
Preston Area - Home based
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Are you the hands-on Partner Designate we're looking for
This Partner Designate job in Burnley is a rare opportunity for an experienced candidate to join a reputable accountancy practice in Burnley at Partner Designate level, with the chance to make a real mark on a thriving firm of accountants and business advisors.
We want to hear from you if
You have a natural talent for nurturing a dynamic team, providing constructive mentorship to junior staff through training and knowledge sharing.
You're passionate about driving business development, building a network of potential new business contacts and scoping new service lines for existing clients.