Location
Bury
Salary £26000 - £32000 TypePermanent WorkplaceOn-Site Ref85974
Recruiter Managing This Role
IFA Admin
£27 32K
Bury
Office Based
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:
1. Preparation of Engagement Letters
2. Requesting and receipt of application forms
3. Creation of client files
4. Fact finds
5. Valuations
6. Quotes
7. Letters of Authority / Change of Agency letters
Requirements to be considered for the IFA Admin role:
8. Current experience of working within Financial Services, preferably as an IFA Admin
9. Strong telephone and admin skills
10. Knowledge of Pensions / Investments & ideally Trusts / IHT
11. Confidence in managing workload and prioritising tasks
Package for the IFA Admin role:
12. £27-32K depending on experience and qualifications
13. Monday to Friday office based but some flex on start / end times
14. Opportunities to work up to Paraplanning and Adviser level
15. Salary reviews
16. Financial support for additional exams including chartered
17. Pension
If you are interested in discussing this IFA Admin role further, contact Sam at Heats Manchester office.
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