Senior IFA Admin (Progression to Paraplanner)

Ernest Gordon Recruitment Limited; Manchester; On-site; GBP 34,000 - 36,000; Full time

Job summary

A leading Independent Financial Advisors company in Manchester is seeking a Senior IFA Admin aiming for progression to Paraplanner. You will receive extensive training and support for your career advancement while contributing to a close-knit team committed to client care. This role offers a competitive salary, benefits, and a positive work environment.

Benefits

Study Support

Company Bonus

Pension Scheme

Career Advancement Opportunities

Qualifications

• Experience in a Senior IFA Admin role or similar.
• Strong understanding of financial advice processes.

Responsibilities

• Carrying out suitability report writing.
• Supporting advisors in client interactions.
• Participating in internal training programs.

Skills

Report Writing

Advising Clients

Financial Services Knowledge

Job description

Senior IFA Admin (Progression to Paraplanner)

34,000 - 36,000 + Progression + Training + Study Support + Company Bonus + Company Benefits

Manchester

Are you a Senior IFA Admin looking to progress to a Paraplanner, where you will provided extensive internal training and mentoring on report writing and more, alongside study support, in a firm known for investing in their staff?

On offer is the opportunity to join a well-established and tight-knit Independent Financial Advisors company bonuses, a great pension scheme along with ongoing opportunities to advance your career.

In this role you will be working in a smaller team of 2, with there being a larger team of 14 admins in total. You will play an integral role in supporting advisors, carrying out suitability report writing, assisting in interpreting and communicating advice based on circumstances.

This company are a 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 a Senior IFA Admin looking to take the next step up in their career in a firm that will support your growth.

The Role

• Carrying out report writing
• Working closely with Advisors to provide the best advice
• Full internal training provided
• Study Support
• Monday - Friday, 9am - 5pm

The Person

• Senior IFA Admin or similar

Reference Number: BBBH20518

IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester

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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