Our client for part of one of the largest firms of Wealth Managers in the UK. As a FTS 100 company the successful candidate will benefits from ongoing training and development, as well as full financial support whilst working towards the CII qualifications, in order to enhance your career, and offer you self development.
Based just on the outskirts of Bury town centre, an Administrator is required to join their expanding practice. Working for allocated Financial Consultants, and forming a wider Administration team the successful candidate 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 Financial Planning background and will have gained good experience of providing administrative support to a team of Financial Planners, 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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