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IFA Administrator - Bury, Greater Manchester

Posted 6 February by Recruit UK Ended

My client are a team of experienced, Independent Financial Advisers who specialise in providing services to personal injury and clinical negligence legal practitioners and their clients. They have professional connections who value their experience in the personal injury field and who provide a constant stream of client introductions. Outside of their specialties my client also provides more conventional advice for individual and corporate clients.

Due to continued success and growth, they are looking for an IFA administrator to join their team to work with them from their office near to Manchester. They desire someone to fill a position working alongside a team of paraplanners and administrators therefore the successful applicant will ideally be keen to study towards Level 4 Diploma in Financial Planning and have some experience in a similar role. The nature of their work sees them write a lot of personal injury business, so someone with experience in this field would be a great asset. Equally, they are looking to improve on their expertise in pensions therefore a pension specialism would also be advantageous.

The office use True Potential for client management and financial express for research. Attention to detail and excellent interpersonal, listening and numerical skills are required. They have an ethical approach to advice and the client is at the heart of all that they do. Client service skills are highly valued from someone with effective time and caseload management abilities. The team is looking for someone with a passion for financial services who is looking to progress their career.

In return you will be offered a competitive salary, an excellent benefits package and a high comfort level working in a fast paced demanding environment

If you are interested in applying for this role please contact Andrew Nicholson at Recruit UK on 01179-170415 and quote reference 12773

Reference: 34403403

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