IFA Admin (Bonus)
£27,000 - £31,000 + Training + Progression + Company Bonus + Company Benefits
Manchester
Are you an IFA Admin or similar, looking to join a successfully established wealth management company that are rapidly expanding yet can provide a tight-knit environment?
On offer is the opportunity to join a long-standing company known for their staff retention and generous company benefits.
On a daily basis you will be responsible for supporting advisors by report writing annual summaries of client's financial situations. There will also be an element of managing client data and carrying out product research whilst using systems like Adviser Asset & FE Analytics.
On a daily basis you will be responsible for supporting advisors by processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics.
This role would suit an IFA Admin or similar, looking to join a growing business that will provide a friendly and close knit working environment and great company benefits.
The Role:
- Liaising with Advisors
- Report writing
- Research on Products and Market trends
- Monday - Friday, 9am - 5pm
The Person:
- Background in an IFA practice
Reference Number: BBBH15821a
Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.