IFA Admin (Study Support)
£28,000 - £32,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits - 9am-5pm Monday-Friday
Manchester
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?
On offer is the opportunity to join a dynamic and growing company as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and the highest standards.
Your responsibilities within this role will range from producing and sending client annual review packs, uploading client data and maintaining back office systems, sending periodic annual suitability letters to clients and general administration duties.
This role would suit an IFA Admin looking to further their career in a successful and well-established Independent Financial Advisors, with ongoing training and support on offer to progress up the ladder.
The Role:
- Producing and sending client annual review packs
- Uploading client data & maintaining back office systems
- General Administrative duties
- Sending periodic annual suitability letters
- 9am-5pm Monday-Friday
The Person:
- IFA Administrator or similar
- Looking to progress
Reference Number: BBBH14521
Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
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.
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