Our client, a Financial Planning Practice based in North Manchester are currently looking to recruit an Administrator to join their expanding office. Working directly for a Director who is also a Financial Planner, and supporting another Adviser, the successful candidate will work as part of a small team, and will be responsible for;
- New business processing
- Ensuring that partners are fully prepared for meetings with clients
- Assisting the Paraplanners in relation to investments and protection matters
- Submitting Investment, Pension and Protection applications
- Liaising closely with other companies to generate new leads for the advisers, etc.
The ideal candidate will come from an IFA Admin / Pensions background, however those with strong administrative skills from a Provider Background who have Pensions experience will also be considered.
Our client offers fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.
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