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Client Support - Wealth management

ST Resourcing Ltd
Posted 7 hours ago, valid for 7 days
Location

Bury, Lancashire BL8 1JJ, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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Sonic Summary

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  • The IFA Administration role offers a supportive and collaborative working environment in Bury.
  • Candidates should have experience supporting Financial Planners or working with product providers.
  • The position involves varied tasks including new business processing and annual reviews.
  • The salary for this role is up to £28,000, which is negotiable based on experience.
  • The company values staff development and has a low turnover rate, indicating a positive workplace culture.

The enjoyment gained in an IFA Administration role is perhaps determined by the working environment more than the work itself. This great opportunity based in the Bury are will see you join and extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry. You will be involved in varied work covering new business processing, building relationships with providers through to being involved in the annual reviews, system updating and more. All the team get stuck in to help each other and it’s through this collaboration that brings a buoyant approach to the team.

If you have experience supporting Financial Planners, or perhaps gained from product providers and you are considering a new role, this one could offer some great development opportunities and fun along the way.

Salary to £28,000, negotiable with additional benefits.

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By applying, a Reed account will be created for you. Reed's Terms & Conditions and Privacy policy will apply.