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.
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)
Posted by Financial Divisions • £27K/yr to £30K/yr
Financial Advisors Administrator / IFA Administrator / Wealth Management
My client, are a national wealth planning practice with offices based in Bolton and Manchester who have been offering financial advice to their private clients for over 25 years.
They have an excellent reputation providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
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.
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.
With a friendly and consultative approach, clients are fully supported to reach their financial goals.
Posted by Ernest Gordon Recruitment Limited • £28K/yr to £32K/yr
Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, offering Study Support to gain your level 4 /6, assist you in gaining chartered status, and investment to become a Financial Adviser?
IFA Admin (Study Support)
£28,000 - £32,000 Training Progression Company Bonus Qualifications Company Benefits - 9am-5pm Monday-Friday