Financial Planning Administrator
Wilmslow, Hybrid
Due to another successful year an award winning company is looking to hire an IFA Administrator to support the company's Financial Planners. There is an already existing successful operations and back office team. A very friendly and social team for you to become a part of.
Job Ref: 90509
Location: Wilmslow, Cheshire
Salary: £25,000 - £30,000 Per Annum
Employment Type: Permanent
Benefits
* Group DIS
* Hybrid working
* Flexible benefits
* A day off for your birthday
* Casual dress code in the office
* Access to private medical insurance
* An electric car scheme
* Group income protection, critical illness and life insurance, with more benefits
* Exam support – material and cost
* Progression into paraplanning or advise as you develop in the company
To Be Considered For This Adviser Support Opportunity
* Financial Planning experience – investments and pensions
* Good communication skills, over phone, email and in person
* Experience in liaising with providers and clients directly to assist the advisor as required.
You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).
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