IFA Administrator Progression to Paraplanner

Posted 5 June by Ernest Gordon Recruitment Limited
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IFA Administrator (Progression to Paraplanner)

£28,000 - £32,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits


Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, which will offer you Study Support along with tailored training to progress to a paraplanner and Financial Advisor, offering a generous company bonus and a great working environment?

Your responsibilities will include processing new business applications, managing fund transactions, conducting product and fund research, preparing valuation reports, and acting as client liaisons. Additionally you will provide administrative support, and train other staff to maintain efficient and effective office operations in the long run .

You will receive full training and the opportunity to gain qualifications that aid in the development of your career.

On offer is the opportunity to join a dynamic and growing Financial Advisory, where you will work as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength to strength as they continue to commit to professionalism, fair treatment to clients, and the highest standards.

This role would suit an IFA Admin looking to join a tight knit firm who are focused on giving the best service possible to their clients whilst looking after their staff and providing ongoing progression opportunities.

The Role:

  • Full training
  • Producing and sending client annual review packs
  • Uploading client data & maintaining back office systems
  • General Administrative duties
  • Sending periodic annual suitability letters

The Person:

  • IFA Administrator or similar
  • Background in financial services

Reference Number: BBBH13903

Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Required skills

  • Finance
  • Financial Services
  • Investments
  • Pension
  • Pension Administration
  • Wealth Management
  • Financial Advisor
  • Manchester
  • Salford
  • Old Trafford
  • Longsight
  • Client Review Analyst

Reference: 52804304

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