At a Glance
- Tasks: Support advisers, prepare client meeting materials, and assist with paraplanning.
- Company: Independent financial planning firm in South Manchester with a close-knit team.
- Benefits: Fully funded Level 4 Diploma, hands-on experience, and career progression opportunities.
- Other info: Join a supportive environment where you can grow from admin to adviser.
- Why this job: Start your career in finance with real client involvement and growth potential.
- Qualifications: Ambition and willingness to learn; no prior experience required.
The predicted salary is between 25000 - 35000 £ per year.
A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business.
This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired.
About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning.
It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it.
What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path.
The Level 4 Diploma is fully funded.
The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning.
Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and comp...
Contact Details:
The Eventus Recruitment Group Recruitment Team
