IFA Administrator - Manchester - £18,000 - £25,000

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IFA Administrator – Manchester City Centre - £18,000 - £25,000

I have an exciting opportunity for an IFA administrator to join a central Manchester IFA Practice.

The Company

  • A respected and well-established firm with a knowledgeable and growing team
  • On-going training and support

The Role

  • To oversee general office IFA administration
  • Liaising with product providers, clients and client's representatives as and when required
  • Assisting advisers in the creation of client financial reports and letters
  • Preparation of client portfolio reviews
  • Creating financial reports and compiling invoices

You

  • Previous experience within a financial services company (essential)
  • Attention to detail
  • Strong communication skills and ability to build report
  • A natural ability with numbers, and a basic understanding of pension & investments administration 

For more information on this and other fantastic opportunities please call Philip Gordon on 0151 601 6000, or send an email

I am also contactable via my LinkedIn.

Feel free to contact Philip Gordon at Prestige Recruitment within our Financial Services Division on 0151 601 6000 / 07557 043 246. Also contactable via email .

Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website  www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

Permanent
14 January 2020
Financial Planning
IFA Administrator
Greater Manchester, Manchester
25 Days + Bank Holiday, Pension. Working Hours 9am-5pm