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Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Manchester
Salary: Up to £31,000
Job Ref: 9104
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planning Administrator position in Manchester to join a well established Chartered Independent Financial Advice firm.
Working closely with the Advisers to provide administration and financial planning support within their Adviser Support Team. Providing one to one support for selected advisers. Obtaining all pre-sale documentation including quotations, product and fund research, using systems such as Adviser Asset & FE Analytics. Collating information from product providers on clients existing arrangements. Preparing valuation reports. Processing new business applications. Processing fund switches, surrenders, income and investment withdrawals.
What’s in it for you:
- Competitive Salary - Up to £31,000
- Full Training
- 30 days holiday (inc. BH)
- Pension, DIS
- Bonus Scheme
- Study Support
- Christmas week closure
Skills and experience required:
- Financial Planning Administration experience (IFA Firm preferably)
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a well established IFA firm in Manchester on an Adviser Support role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
