Are you looking for a move that could benefit your career progression?
Looking to work within a more boutique firm, meaning there is direct support and you are treated like an individual?
This opportunity may be for you ….
We are working with a long-standing Financial Advice practice in the Bury area, who are looking to expand their IFA Admin team.
This would involve presales support to Paraplanners and Advisers including the following:
* Preparation of Engagement Letters
* Requesting and receipt of application forms
* Creation of client files
* Fact finds
* Valuations
* Quotes
* Letters of Authority / Change of Agency letters
Requirements to be considered for the IFA Admin role:
* Current experience of working within Financial Services, preferably as an IFA Admin
* Strong telephone and admin skills
* Knowledge of Pensions / Investments & ideally Trusts / IHT
* Confidence in managing workload and prioritising tasks
Package for the IFA Admin role:
* £27-32K depending on experience and qualifications
* Monday to Friday – office based but some flex on start / end times
* Opportunities to work up to Paraplanning and Adviser level
* Salary reviews
* Financial support for additional exams including chartered
* Pension
If you are interested in discussing this IFA Admin role further, contact Sam at Heat’s Manchester office.
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