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Administrator (Wealth Management)
25,000 - 28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits
Manchester
Are you an Administrator or similar, with experience working in Wealth Management, 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 within wealth management, 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 within Wealth Management
Reference Number: BBBH18017a
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.
