IFA Admin (Progression To Paraplanner)
£32,000 - £37,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits
Manchester
Are you an IFA Admin, looking to join a supportive and expanding firm that will fully fund your exams to level 4, whilst providing monetary bonuses on each exam completion and a direct route to progress to a Paraplanning role?
On offer is the exciting opportunity to join a succesful, tight knit Chartered Financial planners who are known for providing a premium service to a range of clients, whilst supporting their employee growth.
Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research.
This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards.
This role would suit an IFA Admin, looking to advance their career to become a Paraplanner and complete their exams.
The Role:
1. Processing new business applications, fund switches etc.
2. Managing client data and general administrative duties
3. Re...