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IFA Administrator (Progression to Paraplanner)

Ernest Gordon Recruitment Limited
Posted 11 hours ago, valid for 22 days
Location

Manchester, Greater Manchester M24WU, England

Salary

£25,000 - £28,000 per annum

Contract type

Full Time

Retirement Plan

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Sonic Summary

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  • The position is for an IFA Administrator with a salary range of £25,000 to £28,000, plus training and company benefits.
  • Candidates should have experience as an IFA Admin or in a similar role.
  • The role involves client reviews, investment administration, regulatory compliance, and general office support within a small team of six.
  • The company is a well-established Independent Financial Advisor specializing in financial planning and wealth management, committed to professionalism and client fairness.
  • This opportunity includes ongoing study support and tailored training to progress to a Paraplanner and Financial Advisor role.

IFA Administrator (Progression to Paraplanner)
25,000 - 28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits
Manchester


Are you an IFA Admin or similar, 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 IFA Admin looking for an opportunity to build on their current knowledge and skills, whilst undergo further qualifications and training.

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

- IFA Administrator or similar

Reference Number: BBBH18017

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
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