Our Manchester basedawardwinningclientareexclusivelyworkingwithTaylorJamestotoappointan IFAAdministrator tojointheirteamonapermanentbasis. 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: Startingbasicsalaryofupto£35,000bonus Homeworking 25daysholiday Fullstudysupportinclusiveoftrainingcourses Structuredcareerprogression DIS PleasecontactsubmitthelatestversionofyourCVtobeconsideredforthisopportunity.