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IFA Administrator


Heat Recruitment


Location

Manchester | United Kingdom


Job description

Administrator
North Manchester
Up to £30,000 based on experience
Monday to Friday (Flexible Hours)
Are you a Financial Services admin who is looking for an opportunity to move into the Wealth Industry? If so, this could be the role for you!

An established Wealth Management firm within the North Manchester area are looking for an experienced Administrator to join their established IFA Admin team where you will work closely with an experienced Financial Adviser.
This would be a great opportunity for someone who is already working within the Financial Services Industry, but is looking for a move into the Wealth Indudstry.
The company offer internal progression, exam support with financial coverage, flexible working hours and friendly yet professional working environment.

Administrator Duties:
- Working with Pension & Investment products
- Package and send out reports
- General admin tasks
- System updates and client account management
- Work 1on1 with the Financial Advisers and develop an ongoing relationship
- Be a point of contact for new and existing clients

Administrator Requirements:
- Preference would be for an IFA Admin background, however its not a deal breaker
- If not IFA experienced, then there needs to be recent Financial Services experience
- Open to working 5 days a week in the office (with flexible working hours)

Administrator Package:
- Up to £30K for an experienced individual, will be less for someone without IFA experience.
- 22 days holiday + bank holidays
- 5% pension
- Personalised benefit to further improve either Holiday Allowance / Pension Contribution or a Financial Bonus

If you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.

????Administrator
North Manchester
Up to £30,000 based on experience
Monday to Friday (Flexible Hours)
Are you a Financial Services admin who is looking for an opportunity to move into the Wealth Industry? If so, this could be the role for you!

An established Wealth Management firm within the North Manchester area are looking for an experienced Administrator to join their established IFA Admin team where you will work closely with an experienced Financial Adviser.
This would be a great opportunity for someone who is already working within the Financial Services Industry, but is looking for a move into the Wealth Industry.
The company offer internal progression, exam support with financial coverage, flexible working hours and friendly yet professional working environment.

Administrator Duties:
- Working with Pension & Investment products
- Package and send out reports
- General admin tasks
- System updates and client account management
- Work 1on1 with the Financial Advisers and develop an ongoing relationship
- Be a point of contact for new and existing clients

Administrator Requirements:
- Preference would be for an IFA Admin background, however its not a deal breaker
- If not IFA experienced, then there needs to be recent Financial Services experience
- Open to working 5 days a week in the office (with flexible working hours)

Administrator Package:
- Up to £30K for an experienced individual, will be less for someone without IFA experience.
- 22 days holiday + bank holidays
- 5% pension
- Personalised benefit to further improve either Holiday Allowance / Pension Contribution or a Financial Bonus

If you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.

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Job tags

Permanent employmentWork at officeHoliday workFlexible hoursWorking Monday to Friday


Salary

£30k per annum

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