Ernest Gordon Recruitment Limited
IFA Admin (Progression to Advisor)
Job Location
Rusholme, United Kingdom
Job Description
IFA Admin (Progression to Advisor)
£27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits
Manchester
Are you from an IFA background 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 processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics.
This role would suit someone from an IFA background, 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 and hybrid working
The Role:
Liaising with Advisors
Preparing valuation reports
Research on Products and Market trends
Monday - Friday, 9am - 5pmThe Person:
Background in an IFA practiceReference Number: BBBH15821
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.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV
Location: Rusholme, GB
Posted Date: 11/1/2024
£27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits
Manchester
Are you from an IFA background 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 processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics.
This role would suit someone from an IFA background, 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 and hybrid working
The Role:
Liaising with Advisors
Preparing valuation reports
Research on Products and Market trends
Monday - Friday, 9am - 5pmThe Person:
Background in an IFA practiceReference Number: BBBH15821
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.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV
Location: Rusholme, GB
Posted Date: 11/1/2024
Contact Information
| Contact | Human Resources Ernest Gordon Recruitment Limited |
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