You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
As a Financial Planning Administrator, you'll be responsible for:.
General
Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.
Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry?
This is an office based role with some flexibility.
The enjoyment gained in an IFA Administration role is perhaps determined by the working environment more than the work itself.
This great opportunity based in the Bury area will see you join an extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry.
Posted by Hays Specialist Recruitment Limited • £45K/yr to £55K/yr
Your new company
They've been established for over 20 years and after 3 years of continued growth they're now looking to recruit a new Finance Manager to lead their finance function.
Your new company are an owner managed manufacturing SME.