IFA Administrator

  • Shortlist
Location CHEADLE , Cheshire
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 52075

               

Our Client is a highly reputable financial planning practice based in Cheadle Hulme who provide specialist Pensions an Investment advice.

 

The Opportunity

 

Due to expansion within the business and opportunity has arisen for an IFA Administrator to join the team. You will be working closely with the IFAs and Paraplanners within the firm.

 

What’s needed for me to be considered?

 

Previous Administration experience within a Financial Planning practice

 

Experience using Intelligent Office is desired

 

Attention to detail and the ability to explain complex information clearly and simply is key

 

What next?

 

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

 

Job Synonyms:  Sales Support, Client Services, New Business Admin*, New Business Executive