Junior IFA Administrator

Our client, an award winning financial planning firm are looking to appoint a junior/ entry level Financial Services Administrator to join their experienced Stockport based team on a permanent basis.

Supporting a team of experienced Advisers & Paraplanners, duties & responsibilities will include:

• Assisting the team with producing client valuations
• Processing new business applications
• Liasing with product providers and clients where required
• Entering data and maintaining the company’s database
• To ensure that client files are well maintained

The candidate:

• Financial Services experience (desirable)
• Administration experience (essential)
• Professional and presentable
• Fantastic attitude with willingness to provide the necessary support
• Highly organised

What’s on offer:

• Starting basic salary of up to £25,000 + bonus
• Home working
• 26 days holiday
• Full study support inclusive of training courses
• Structured career progression
• DIS

Please contact submit the latest version of your CV to be considered for this opportunity.