Job Description Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Obtaining illustrations & product literature Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Maintaining an accurate record of the Client’s financial situation IFA/ financial planning administration experience (essential) Experience of using Intelligent Office (desirable) Starting basic salary of up to £36,000 bonus ~ Home working ~25 days holiday ~ Full study support inclusive of training courses ~ Structured career progression ~
Experienced IFA Administrator (Permanent) in Manchester employer: Taylor James Professional Recruitment
Join a multiple award-winning firm of financial planners in Wigan, where you will be part of a highly experienced team dedicated to excellence in financial advice. With a lucrative bonus structure, generous holiday allowance, and a strong emphasis on employee growth through coaching and mentoring, this company fosters a supportive and dynamic work culture. Enjoy the unique advantage of home working and fully funded social events, making it an excellent employer for those seeking meaningful and rewarding employment.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
