IFA Admin (Progression to Advisor)

IFA Admin (Progression to Advisor)

�27,000 - �31,000 + Training + Progression + Supported Study + Company Benefits

Manchester

Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?

On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.

On a daily basis you will be responsible for supporting advisors by processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics.

This role would suit someone from an IFA background, looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid working

The Role:

• Liaising with Advisors
• Preparing valuation reports
• Research on Products and Market trends
• Monday - Friday, 9am - 5pm

The Person:

• Background in an IFA practice

Reference Number: BBBH15821

Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor

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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