IFA Administrator/Paraplanner (IFA Firm)
Manchester
£45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus
Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm?
Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others.
On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. 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.
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 as well as writing reports and other general administrative and paraplanning duties.
This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years.
The Role:
Processing new business applications, fund switches etc.
Managing client data and general administrative duties
Research on Products and Market trends
Study support - fully funded to level 4 and monetary bonuses on exam completion
Monday - Friday, 9am - 5pm (WFH 2 days a week)The Person:
IFA Admin or similar
Local to the officeReference Number: BBBH25605
Keywords: Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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