IFA Admin (Study Support)

£29,000 - £31,000 + Training + Progression + Supported Study + Company Benefits

Manchester

Are you from an IFA background looking to join one of the top wealth management firms in the Northwest, that will provide training and progression opportunities to senior positions, alongside ongoing study support?

On offer is the exciting opportunity to join a succesful, tight knit Chartered Financial planners who are known for providing a premium service to a range of clients, whilst supporting their employee growth.

In this role you will be supporting advisors, report writing, managing client data and carrying out product research whilst using systems like Adviser Asset & FE Analytics

On offer is the opportunity to join a dynamic and 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 someone from an IFA background, looking to advance their career through ongoing training and study support.

The Role:

Supporting and liaising with Advisors
Carrying out report writing
Research on Products and Market trends
Monday - Friday, 9am - 5pmThe Person:

Background in an IFA practice (Independent Financial Advisors)Reference Number: BBBH20893aa

Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor

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.

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