Financial Advisors Administrator / IFA Administrator / Wealth Management
My client, are a national wealth planning practice with offices based in Bolton and Manchester who have been offering financial advice to their private clients for over 25 years. They have an excellent reputation providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families. They offer advice on pensions, investments, tax planning, IHT planning, protections and more complex advice such as VCT & EIS.
Due to a growing number of new enquiries coming into their inboxes through referrals and recommendations an array of brand-new vacancies have been created by the Managing Director for a senior, experienced IFA Administrator with previous experience of working within an IFA or Wealth Management practice. Ideally applicants will also have some experience of using Intelligent Office software (although this is not essential).
You will be working in a support role to a team of paraplanners and IFAs and be allocated cases to work on based upon your experience levels. You may even be allocated a specific adviser to support allowing you to build a solid working relationship. You will take ownership in managing the production of documentation, reports and correspondence for clients, interacting with external service providers to ensure that the business' clients' needs and wants are met.
About You:
Ideally you will have worked within a Wealth Management Business or an FCA regulated financial services business previously. This is a customer facing role that requires good social and client interaction skills, so evidence of similar type of duties in your previous role will be required.
Salary up to £30k (based on experience) + bonus
Full study support towards diploma in Financial Planning (should you wish to pursue this line of education)
25 days holiday + bank holidays
Benefits: DIS, Medical Cash Plan
Please send your CV to Ryan at Financial Divisions to apply.