Details:
- Job Type: Permanent
- Job Status: Full-Time
- Location: Bury Greater Manchester
- Date: 2 weeks ago
Description:
Wealth Planning Practice - IFA Administrator role
My client is an award-winning IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office near Bury.
You'll be supporting the Financial Planners & Paraplanners, dealing with client letters, valuations and back office software, amongst other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & other benefits are on offer, in this sought after opportunity!
Ideally you'll have experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, being able to work within a small team in a motivated fashion & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity.
Click and apply ASAP, as a short list is being drawn up for interview