We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times.
Principal Responsibilities:-
· Communication and team working
· Research and management information
· Business Development
· Compliance
· Client Relations
· General Administration
KEY REQUIREMENTS:
A happy and positive team culture is extremely important and it is important you have the same attitude to work in the team. It is essential that you are:
* Enthusiastic, driven and self-motivated
* Have exceptional customer service skills
* Enjoy the responsibility of working as a key member of a small team
* Be able to work independently
* Have a willingness to “muck-in”
* Relish a challenge
* Take responsibility for your own career progression
WHAT YOU WILL RECEIVE:
· A competitive package (detailed in your Contract of Employment)
· A positive and friendly working environment, where you’ll receive recognition and reward for a job well done
· A working environment with no hierarchies where you’ll be actively encouraged to contribute to the ideas pool
· Smart people to work w...