threesixty selection are currently working with a variety of experienced candidates to assist them in their financial planning career search
Candidate ID:118770
Salary Circa 30k
IFA Adminstrator/Office Manager
Looking for a new opportunity in Liverpool/Wirral area
Experience:
Office Management
Health & Safety
Employee Reviews
Mentoring Employees
Pensions & Investments Administration
Use of platforms and IFA back office systems
Candidate ID:118737
Salary Circa 33k
Senior IFA Support
Looking for a new opportunity in Bolton/Preston/Chorley
Experience:
PA to financial advisers
Conducting Research and Producing suitability reports
Updating records
Liasing with clients and product providers
Preparing advisers for meetings
Staff appraisals
Candidate ID:118521
Salary Circa 27k
Senior IFA Support
Looking for new opportunity in Cheshire/South Manchester
Experience:
R01,R04,R08
Preparing valuations/client review packs
Updating fact-finds and risk profiles
Completing/submitting applications online and via post
Liaising with clients and providers
Processing trades on various platforms
Manually calculating and processing portfolio rebalances
Submitting LOA’s and collating policy information
To enquire about any of these candidates or to request assistance with a specific vacancy please call the office on 0161 973 0133 or email diana@threesixtyselection.com
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity.