Our Client, a Financial Planning Practice based in Manchester City Centre is currently looking to recruit a experienced Administrator to join their expanding office to carry out a hybrid role of Technical Administration and Paraplanning. Working alongside a team of Advisers, Paraplanners and Administrators, the successul candidate will join a friendly and very professional team of Technical staff.
Candidates applying for the role will be ambitious and technically minded. Daily you will carry out a full administrative / report writing function. Responsibilities will include;
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 background, and will ideally hold some of the CII exams. Those who have previous experience of writing reports are of high advantage.
Offering fantastic career prospects and second to none in-house training, you will be fully supported with training and whilst undertaking the CII exams.