Recruit UK are working on an excellent opportunity for an Financial Adviser Support position in Manchester to join a well established Chartered Independent Financial Advice firm.
The Role:
Working closely with the Advisers to provide administration and financial planning support within their Adviser Support Team. Providing one to one support for selected advisers. Obtaining all pre-sale documentation including quotations, product and fund research, using systems such as Adviser Asset & FEAnalytics. Collating information from product providers on clients existing arrangements. Preparing valuation reports. Processing new business applications. Processing fund switches, surrenders, income and investment withdrawals.
Skills and experience required: Adviser Support
- Financial Planning Administration experience (IFA Firm preferably)
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
If you feel like you are suitable for this role and want to learn more please apply, we look forward to hearing from you.