Advisor Support

IFA Administrator (Advisor Support)

£26,000 – £31,000 + Training + Progression + Supported Study + Company Benefits

Manchester

Do you have a background in an IFA practice and are looking to take the next step within one of the top wealth management firms in the Northwest who will provide you with ample training and study support to assist in the rapid progression of your career?

On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.

On a daily basis you will be responsible for supporting advisors by assisting with the administrative tasks including scheduling client meetings, preparing appropriate paperwork and maintaining client accounts. This role is fully office based.

This role would suit an IFA Administrator or similar looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support

The Role:

• Scheduling client meetings
• Maintaining client relationships
• Preparing documentation / paperwork

The Person:

• Background in an IFA practice
• Administration experience
• Commutable to Manchester

REF BBBH: 10122

Key Words: Finance, Wealth Management, Research, Advisor, Paraplanner, Support, Manchester, Office Based

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

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The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.