OurManchesterbasedawardwinningclientareexclusivelyworkingwithTaylorJamestotoappointanIFAAdministratortojointheirteamonapermanentbasis.
AsaFinancialServicesprofessionalyouwillbejoiningafirmwithanimpressiveemployeeretentionrate,whichisadirectresultofafantasticworkingenvironment,continuedpersonaldevelopmentandanattractiveremunerationpackage
Supportingateamofexperiencedparaplanners&financialplanners,duties&responsibilitieswillinclude:
* Processingnewbusinessapplicationsacrossthekeyfinancialproducts
* Submittingtransaction&traderequestsincludingfundswitchesonandoffplatform
* Obtainingillustrations&productliterature
* Acquiringclientportfoliovaluations
* Preparationofannualreviewpacksforclientmeetings
* Actingasakeypointofcontactforfinancialplanners&clients
* Liaisingwithproductproviders
* ActioningLOAs
* MaintaininganaccuraterecordoftheClientsfinancialsituation
Thecandidate:
* IFA/financialplanningadministrationexperience(essential)
* ExperienceofusingIntelligentOffice(desirable)
* knowledgeofproviderplatforms
* Highlyorganised
Whatsonoffer:
1. Startingbasicsalaryofupto£35,000bonus
2. Homeworking
3. 25daysholiday
4. Fullstudysupportinclusiveoftrainingcourses
5. Structuredcareerprogress...