Wilmslow
Financial Planning Administrator
Wilmslow, Hybrid
Due to another successful year an award winning company is looking to hire an IFA Administrators to their team. The position will be to support the companies Financial Planners. There is an already existing, successful operations and back office team. A very friendly and social team for you to become a part of.
You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).
Benefits:
- Group DIS
- Hybrid working
- Flexible benefits
- A day off for your birthday
- Casual dress code in the office
- Access to private medical insurance
- An electric car scheme
- Group income protection, critical illness and life insurance, with more benefits
- Exam support – material and cost
- Progression into paraplanning or advise as you develop in the company
To be considered for this Adviser Support opportunity:
- Financial Planning experience – investments and pensions
- Good communication skills, over phone, email and in person
- Experience in liaising with providers and clients directly to assist the advisor as required.
Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Client services, Client Liaison, IFA Admin, Technical Support, Adviser Support