(RK19) IFA Administrator

£28,000.00 - 30,000.00 Per Annum

IFA Administrator | Manchester City Centre | Hybrid Working | £30,000

3 things about the employer:
  • Providing Independent Financial Advice for over 20 years in Manchester 
  • Genuinely client focused and always have been, the advice and service is is key to their success
  • Their smaller support team will provide ongoing training, development, support and allow you exposure to a wide range tasks/responsibilities

3 things you'll do:
  • Provide administrative support to the financial advisers 
  • Prepare client meeting packs, valuations, obtain and update policy information and process LOAs
  • Process new business, fund/pension transfers, switches and withdrawals

3 things you'll get:
  • Up to £30,000 starting salary plus benefits, plus support towards industry relevant qualifications
  • Hybrid working after the probationary period, City Centre offices with excellent transport links 
  • Genuine recognition and reward for your efforts, and an opportunity to make a real difference to business and each client


Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.


Richard
richard@recruitment22.co.uk
07852419897
https://calendly.com/richard-recruitment22