IFA Administrator (Progression to Paraplanner / Advisor)
£28,000 - £32,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits
Manchester
Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, offering Study Support and tailored training to progress to a Paraplanner up to a Financial Advisor?
On offer is the opportunity to join a business providing a generous company bonus, a great working environment and support to
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.
You will receive full training and the opportunity to gain qualifications that aid in the development of your career.
On offer is the opportunity to join a dynamic and growing Financial Advisory, where you will work 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.
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:
- Full training
- Producing and sending client annual review packs
- Uploading client data & maintaining back office systems
- General Administrative duties
- Sending periodic annual suitability letters
The Person:
- IFA Administrator or similar
Reference Number: BBBH14521
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.
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If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.