Financial Planning Administrator

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Financial Planning Administrator

South Manchester, Cheshire based 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.

South Manchester, Cheshire - £22,000 - £28,000 – Excellent benefits package & career development.

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:

Permanent
19 May 2022
Financial Planning
IFA Administrator
Greater Manchester, Altrincham
£22,000 - £28,000