IFA Admin (Fully Funded Level 4)

Ernest Gordon Recruitment Limited; Manchester; On-site; GBP 32,000 - 34,000; Full time

Job summary

A leading recruitment agency in Manchester seeks an experienced IFA Admin to support financial advisors. This role offers a salary of £32,000 - £34,000 alongside fully funded Level 4 training and progression opportunities. Responsibilities include managing client data, product research, and administrative duties, with a strong emphasis on professional development and employee growth.

Benefits

8% Pension

Training and study support

Monetary bonuses on exam completion

Company benefits

Qualifications

• Experience as an IFA Admin or in a similar role is required.
• Strong organizational and communication skills are essential.
• Willingness to undertake further qualifications.

Responsibilities

• Support and liaise with advisors.
• Manage client data and perform administrative tasks.
• Conduct product research and analyze market trends.
• Provide study support and manage training initiatives.

Skills

Client management

Product research

Data management

Education

Level 4 IFA qualification

Tools

Adviser Asset

FE Analytics

Job description

IFA Admin (Fully Funded Level 4)

32,000 - 34,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits

Manchester

Are you an IFA Admin, looking to join a succesful wealth management firm that will fund your study's, award exam completion with monetary bonuses and provide a clear route to progress to Paraplanning?

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, 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 an IFA Admin, looking to advance their career through ongoing training and study support.

The Role:

• Supporting and liaising with Advisors
• Managing client data and general administrative duties
• Research on Products and Market trends
• Study support - fully funded to level 4 and monetary bonuses on exam completion
• Monday - Friday, 9am - 5pm

The Person:

• IFA Admin or similar

Reference Number: BBBH20893cc

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
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