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 an experienced IFA administrator who enjoys administration, however, is seeking to take the next step in their career. The role will develop depending on the successful applicant and will include keeping all systems and files up to date, data processing and client valuations.
What’s needed for me to be considered?
- Proven experience within an IFA practice
- Working knowledge of Intelligent Office is essential
- Strong working knowledge of Microsoft Office
- Fantastic communication skills, both verbal and written
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, IFA Admin*, Admin*, Financial Planning Assistant