Senior IFA Administrator

  • Location:

    Bury, Greater Manchester

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £23000.00 - £27000.00 per annum

  • Contact:

    Antonia Mihaylova

  • Contact email:

    antonia.mihaylova@search.co.uk

  • Job ref:

    Req/460239_1533926256

  • Published:

    7 days ago

  • Expiry date:

    2018-09-09

  • Startdate:

    TBC

Senior IFA Administrator/Team Leader
North Manchester
Up to £27,000 plus benefits & study support

I am pleased to be engaged by a professional and long-standing practice of Financial Planners in the North Manchester area as they are on lookout to add to their existing team due to growth. The position available is of a Senior Financial Planning Administrator, with excellent development opportunities to become an acting Team Leader to 4 other Financial Planning Administrators.

This opportunity will be well suited to applicants with solid a background supporting Financial Advisers with all administration tasks such as processing new business (Pensions, Investments, Protection & Mortgages), obtaining quotes and illustrations, producing client valuations and any other tasks to assist the IFAs.

The successful candidate MUST have previous experience in the Financial Planning sector, knowledge of the industry products procedures and regulations as well as a mentoring/team management acumen. Industry qualifications already obtained will be strongly advantageous, but experience will be taken into consideration if you don't meet the qualification criteria. Support will be provided for further studies also.

If you are interested to find out more about this or similar opportunities, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Manchester on 835 8318 or forward your CV to antonia.mihaylova@search.co.uk.

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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.