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Financial Planning Administrator

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Financial Planning Administrator

South Manchester, Cheshire - £25,000 - £29,000 – Excellent benefits package & career development.

Wealth Management firm who have won numerous financial services awards is looking to recruit within its IFA Support team.

This Cheshire based firm is a big believer in career development and rewarding staff.

This role will involve the following: 

  • Work alongside a Chartered Financial Advisor.  
  • Support with administration and technical support.
  • Coordinate client meetings and input data.
  • Process new business paperwork to timescales.

Experience needed:

  • Currently working or previously worked for a Wealth Management firm or an IFA Practice
  • Ideally have intelligent office back office systems experience but not essential
  • Started to study industry qualifications or partway through

I can talk about the career development of this South Manchester based financial services job opportunity in more detail.

Please click to apply:

3 May 2023
Financial Planning
IFA Administrator
Greater Manchester, South Manchester
£25,000 - £29,000, Work from home 2 days a week.