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Financial Adviser Support

Financial Adviser Support

recruitment22

Posted 2 days ago, valid for a month

Manchester, Greater Manchester M17 1DJ, England

£24,000 - £30,000 per annum

Full Time

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Sonic Summary

An Independent and Chartered Financial Advisers firm in Manchester is looking for a Financial Adviser Support, offering a salary between £29,000 and £31,000.
The role requires candidates to have prior experience in financial services, although the specific number of years is not mentioned.
Responsibilities include processing new business applications, conducting product research, and preparing valuation reports while serving as a point of contact for clients.
The position is office-based with a Monday to Friday schedule from 9am to 5pm, and comes with various benefits such as pension contributions, holiday time, and a bonus scheme.
The company supports employees in obtaining industry qualifications and offers opportunities for career progression within the financial services sector.

Financial Adviser Support. Manchester. £29,000-£31,000An Independent and Chartered Financial Advisers in Manchester are seeking additional support. They're a company who will pay for and support you in completing industry relevant qualifications, that also have areas of the business you can progress into.As Adviser Support your role will includes processing new business applications, handling fund switches, surrenders, and withdrawals. Conducting product and fund research for investments, obtaining pre-sale documentation, gathering information on existing client arrangements and preparing valuation reports. You'll also be a point of contact for clients, handling any general requests.The role is office based, Monday - Friday, 9am-5pm and the benefits include:Great opportunity to build a career within the Financial Services sector

8% employer contributions into your pension (After 3 months)
3x Salary Death in Service (After 3 months)
1x Salary Group Critical Illness Benefit (After 12 months)
24 days holiday plus bank holidays and Christmas off without the use of any annual leave (The office shuts down between Christmas and New Year)
Bonus Scheme
Exam bonuses of up to £100 per exam passed
A chance to work for a company with great future prospects
Options for support towards study for recognised financial services
qualifications as your career develops

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