Posted by Robinson Financial Careers • £25K/yr to £35K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.
With a friendly and consultative approach, clients are fully supported to reach their financial goals.
Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
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 to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Main purpose of the job
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
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
Our client is offering an exceptional package of company benefits (listed below)
Our client is seeking an enthusiastic individual to join their team as an Administrator.
Are you a skilled Administrator looking to join a dynamic and vibrant team?
As an Administrator, you will play a crucial role in ensuring that all training courses delivered by our client meet the highest standards and the needs of their customers.
Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents.
With a clear focus on financial services technology and innovation, backed by a strong set of values, their pension solutions ensure robust and continued performance year on year.
They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Main purpose of the job
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.