SonicJobs Logo
Login
Left arrow iconBack to search

Administrator (Pensions / ISAs)

Ernest Gordon Recruitment Limited
Posted a day ago, valid for 19 days
Location

Manchester, Greater Manchester M24WU, England

Salary

£25,000 - £28,000 per annum

Contract type

Full Time

Retirement Plan

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

info
  • The position is for an Administrator (Pensions / ISAs) based in Manchester, offering a salary between £26,000 and £28,000.
  • Candidates should have experience working with Pensions and ISAs, ideally in a similar administrative role.
  • The role involves working in a small team of six and includes tasks such as client reviews, investment administration, and general office support.
  • The company provides ongoing training and support for career progression towards becoming a Paraplanner or Financial Advisor.
  • This opportunity is ideal for individuals seeking to advance their career within a reputable Independent Financial Advisory firm.

Administrator (Pensions / ISAs)
26,000 - 28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits
Manchester


Are you an Administrator or similar, with experience working with Pensions and ISAs, looking to join a well-established Independent Financial Advisors, who will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor?

On offer is the opportunity to join a tight knit advisors that offer generous company bonuses, a great pension scheme along with ongoing opportunities to advance your career.

In this role you will be part of a small team of 6. Following training you will be working on client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service.

This company are a growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards.

This role would suit an Administrator with experience working with Pensions and ISAs, looking for an opportunity to become a fully qualified Paraplanner.

The Role

- Working in a team of 6
- Completing client reviews & investment administration
- Data management and correspondence
- General Administrative duties
- Monday - Friday, 9am - 5pm

The Person

- Administrator or similar
- Experience working with Pensions or ISAs

Reference Number: BBBH18017c

IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester

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.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.