Administrator (Wealth Management) £25,000 - £28,000 + Training + Progression + Study Support + Company Bonus + Qualifications + Company Benefits - Manchester
Are you an Administrator or similar, with experience working in Wealth Management? Join a well-established Independent Financial Advisor firm that will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor.
On offer is the opportunity to join a close-knit team of advisors that offer generous company bonuses, a great pension scheme, and ongoing opportunities to advance your career.
In this role, you will be part of a small team of 6. After training, your responsibilities will include client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service. The company specializes in financial planning and wealth management, with nearly 50 years of commitment to professionalism, fair treatment of clients, and high standards.
This position is ideal for an Administrator within wealth management seeking to become a fully qualified Paraplanner.
The Role
1. Working in a team of 6
2. Completing client reviews & investment administration
3. Data management and correspondence
4. General administrative duties
5. Monday - Friday, 9am - 5pm
The Person
1. Administrator or similar
2. Experience working within Wealth Management
Reference Number: BBBH21227
Keywords: IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary is a guideline; the final remuneration will depend on your experience, qualifications, and skills.
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If interested, click 'apply now' to submit your CV.
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