IFA Support Manager
Competitive salary + benefits
I am delighted to work closely with a leading Wealth Management business in Cheshire to assist with the recruitment of a knowledgeable and capable Senior Financial Planning Assistant to oversee the work of the Financial Planning Administrator team.
The position will entail management and mentorship of a team of 6, work allocation, MI reports, as well as client support work such as processing new business, client management, servicing of existing business, platform based work, requesting illustrations and regular contact with clients & other third parties.
The suitable candidate will have 2years+ experience of working within a Financial Planning practice as well as knowledge of the industry products (pensions, investments, protection), procedures and regulations. They would also have good grasp of WRAP Platforms and Intelligent Office also. Progress made towards the Diploma in Regulated Financial Planning would be advantageous.
If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 07580 429 541 or simply send your details to [email protected] All enquiries and correspondence will be treated in the strictest confidence.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.