Part time IFA Admin Financial Planning J798
£22,000 – £25,000k pro rata
Small, long established IFA require solid administrator to come in 3, 4 or 5 days per week to assist the 3 advisers, and support staff. The technical Paraplanning in outsourced, and you will be expected to assist with all of the admisistration around the sales process.
They have 140 actively services clients, predominantly taking care of their investments, IHT, Cash flow planning, ex business owners, wealthy retirees.
- Investment advice
- Trusts and estate planning
- Pensions and retirement planning
- Comprehensive tax planning, including income, inheritance and capital gains
- Life assurance and critical illness
- Income protection insurance
- Corporate pensions
- Directors’ shareholder insurance
- Keyman insurance
- Employee benefits
- Lifetime cash flow planning
You will need to be a self starter and happy to work alone on the odd occaision.
Very close to tram stop. Modern offices.
25 days holiday.
9-5 although will be flex on core hours.
Pay up to 25k.
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
threesixty selection – Management & Executive Recruitment Practice.
Search & Selection | Finance | Purchasing | Supply Chain | Manufacturing | Sales | Financial Planning.
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Unless otherwise stated, if applying for a job within the European Union, please ensure that you are already authorised to work there.