IFA Support Vacancy - £29,000 to £31,000 - Bury - (Opportunity to become a Financial Adviser)
An award winning Independent Financial Advisers in Bury are seeking a new IFA Support to assist the team in providing administrative support to their advisers.
As a company they have just as much of a commitment to the community as they do their employees.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
You will be experienced dealing with sales and purchases as well as all other aspects of Conveyancing.
The firm have a strong commercial client base and excellent reputation.
This is a full time role for an experienced Residential Conveyancer ideally with 5 year PQE and experience of dealing with a range of Residential Conveyancing matters.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.