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Client Services Administrator. Bury - Up to £32,000 per annum
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals. You will also benefit from plenty of client contact while booking and arranging the Advisers meetings.
The role is office based and comes with the following benefits:
- Holidays: 25 days increasing with length of service
- Pension Scheme: 3% Employer and 4% Employee contributions
- Death in Service: 4 x salary
- PHI: 75% up to NRD, 13 weeks deferred
- Support towards the level 4 diploma in financial planning
- Professional development ongoing
If you would like to apply, please send your CV via the link and we will contact you if you have been successfully shortlisted.
