Our client is a highly reputable financial planning practice based in central Manchester, striving to provide a truly unique and ethical financial planning service.
This is a fantastic opportunity for a financial planning professional with Intelligent Office experience to join an employee-owned and forward thinking IFA. You will be provided with full support and training and join a tight knit team. Study support is also provided.
What’s needed for me to be considered?
- Proven experience within an IFA practice
- Working towards Level 4 Diploma is preferable
- Working knowledge of Intelligent Office is essential
- Fantastic communication skills, both verbal and written
- Operating knowledge of Excel
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Sales Support, Client Services, IFA Admin*