Financial Adviser Administrator
Our client, a Financial Planning Practice based in North Manchester are currently looking to recruit an Administrator to join their expanding office. Working directly for one of the Directors who is also a Financial Planner, and supporting another Adviser, the successful candidate will work alongside a team of Administrators and six Paraplanner's and will form part of a friendly and very professional team..
Our client is looking for an ambitious candidate to carry out a full administrative support function. Daily you will be responsible for all;
New business processing
Ensuring that partners are fully prepared for meetings with clients
Assisting the Paraplanners in relation to investments and protection matters
Submitting Investment, Pension and Protection applications
Liaising closely with other companies to generate new leads for the advisers, etc.
The ideal candidate will come from an IFA Admin / Pensions background, however those with strong administrative skills from a Provider Background who have Pensions experience will also be considered.
Our client offers fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.