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Permanent

Client Advisor Administrator (IFA/Wealth Management)

Ernest Gordon Recruitment Limited
Stockport
money-bag £30000 Annual
Posted: 29 June 2026 (Today)
Closing date: 29 July 2026
Ref: 3130182282

Client Advisor Administrator (IFA/Wealth Management)Stockport, Chesire 30,000 - 40,000 + Training + Bonus + BenefitsAre you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake?On offer for the successful Client Advisor/Administrator/IFA Admin or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management.In this role, the successful Client Advisor/Administrator/IFA Admin, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office ..... full job details .....

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