IFA Administrator Progression to Paraplanner / Advisor
  • England,North West,Greater Manchester
  • full-time
  • £28,000 - £32,000 per annum
Job Description:
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.. . 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.
Job number 1464006
metapel
Company Details:
Ernest Gordon Recruitment Limited
Company size: 1–4 employees
Industry: Engineering
Ernest Gordon Recruitment Limited is a specialist Engineering and Technical recruitment consultancy who works with graduates through to senior appoint...
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