Administrator (Wealth Management) £25,000 - £28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits
Location: Manchester
Are you an Administrator or similar, with experience working in Wealth Management, looking to join a well-established Independent Financial Advisors, who will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor?
On offer is the opportunity to join a tight-knit team of advisors that offer generous company bonuses, a great pension scheme along with ongoing opportunities to advance your career.
This role will involve being part of a small team of 6. Following training, you will be working on client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service. This company is a growing Financial Advisory, specializing in financial planning and wealth management. For nearly 50 years they have committed to professionalism, fair treatment of clients, and the highest standards.
The Role
1. Working in a team of 6
2. Completing client reviews & investment administration
3. Data management and correspondence
4. General Administrative duties
5. Monday - Friday, 9am - 5pm
The Person
1. Administrator or similar
2. Experience working within Wealth Management
Reference Number: BBBH18017a
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
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