ADMINISTRATOR - Pensions & Investments

☞ Bureau Land

View: 101

Update day: 17-05-2024

Location: Bury North West

Category: Finance / Bank / Stock Sales

Industry: Education Administration Programs

Position: Entry level

Job type: Full-time

Loading ...

Job content

BURY AREA

25000 - 30000 + BENEFITS + EXAM SUPPORT

Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team. Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner’s and four Administrators.

Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function. Daily you will be responsible for;
  • New business processing
  • Ensuring that partners are fully prepared for meetings with clients
  • Assisting the Paraplanners in relation to Investments and Pensions matters
  • Submitting Investment, Pension and Protection applications
  • Liaising closely with other companies to generate new leads for the advisers, etc.
The ideal candidate will come from an IFA background, however those with strong administrative skills from a Product Provider who are keen to develop a career within the expanding financial services industry will also be considered.

Offering fantastic development to progress and second to none in-house training, our Client really support and encourage future development. They support training and exams and pride themselves on developing staff and assisting with furthering their careers.

NJR 13714
Loading ...
Loading ...

Deadline: 01-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...