SonicJobs Logo
Login
Left arrow iconBack to search

Administrator Pensions / ISAs

Ernest Gordon Recruitment Limited
Posted 20 hours ago, valid for 19 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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 an administrative role.
  • The role involves client reviews, investment administration, regulatory compliance, and general office support within a small team of six.
  • The company provides ongoing training and career progression opportunities, aiming to develop individuals into Paraplanners and Financial Advisors.
  • This is a full-time position with working hours from Monday to Friday, 9am to 5pm.

Administrator (Pensions / ISAs)£26,000 - £28,000 + Training + Progression + Company Bonus + Qualifications + Company BenefitsManchesterAre 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 - 5pmThe 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 websiteIf 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

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.