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Permanent

IFA Admin (Bonus)

City
money-bag 27000.00-27000.00 Annual
2833878171
Posted 2 weeks ago

IFA Admin (Bonus) 27,000 - 31,000 + Training + Progression + Company Bonus + Company BenefitsManchesterAre you an IFA Admin or similar, looking to join a successfully established wealth management company that are rapidly expanding yet can provide a tight-knit environment?On offer is the opportunity to join a long-standing company known for their staff retention and generous company benefits.On a daily basis you will be responsible for supporting advisors by report writing annual summaries of client''s financial situations. There will also be an element of managing client data and carrying out product research whilst using systems like Adviser Asset and FE Analytics.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 and FE Analytics.This role would suit an IFA Admin or similar, looking to join a growing business that will provide a friendly and close knit working environment and great company benefits.The Role:Liaising with AdvisorsReport writingResearch on Products and Market trendsMonday - Friday, 9am - 5pmThe Person:Background in an IFA practiceReference Number: BBBH15821aPension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial AdvisorWe are ..... full job details .....

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