Company

Mitchell Hall ConsultingSee more

addressAddressBury, Greater Manchester
type Form of workPermanent
CategoryAdministrative

Job description

Wealth Planning Practice - IFA Administrator role

My client is an award-winning IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office near Bury.

You'll be supporting the Financial Planners & Paraplanners, dealing with client letters, valuations and back office software, amongst other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience  with Pension benefits,  Holiday entitlement & other benefits are on offer, in this sought after opportunity!

Ideally you'll have experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, being able to work within a small team in a motivated fashion &  knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity.

Click and apply ASAP, as a short list is being drawn up for interview!

Refer code: 3507881. Mitchell Hall Consulting - The previous day - 2024-07-01 14:10

Mitchell Hall Consulting

Bury, Greater Manchester
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