Financial Adviser Support
Financial Adviser Support. Manchester. £26,000-£31,000
An Independent and Chartered Financial Advisers in Manchester are seeking additional support. They're a company who will pay for and support you in completing industry relevant qualifications, that also have areas of the business you can progress into.
As Adviser Support your role will includes processing new business applications, handling fund switches, surrenders, and withdrawals. Conducting product and fund research for investments, obtaining pre-sale documentation, gathering information on existing client arrangements and preparing valuation reports. You'll also be a point of contact for clients, handling any general requests.
The role is office based, Monday - Friday, 9am-5pm and the benefits include:
Great opportunity to build a career within the Financial Services sector
- 8% employer contributions into your pension (After 3 months)
- 3x Salary Death in Service (After 3 months)
- 1x Salary Group Critical Illness Benefit (After 12 months)
- 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus Scheme
- Exam bonuses of up to £100 per exam passed
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services
qualifications as your career develops
Reference: 52550721
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