IFA Administrator Financial Planning J-764
£20,000 – £23,000
Established in 2001 our client are an Independent Financial Advisory (IFA) Firm based in Bury, 9 miles north of Manchester between Bolton and Rochdale. Close to the M66, M60 and M62 motorway network.
Their client base is primarily in the North West, but also extends into Yorkshire, the Midlands and London.
This is a modern, vibrant, forward thinking business, operate a multi-disciplinary practice offering specialist advice across Pensions, Investments, Mortgages, Corporate and Health Care.
The firm have grown organically and have a complement of fully qualified financial advisers and dedicated support staff.
The financial advisers have decades of experience in advising clients. Also working closely with their clients professional accounting and legal advisers, particularly where a holistic approach to advice is required.
The team are currently at 20, and are currently recruiting for a financial planning administrator to join their vibrant social team.
You will be responsible for all aspects of financial planning support, pre and post sale, including research and reports using templates.
- Exams and qualifications are supported and paid for
- Cash Plan
- Child Care Vouchers
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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