I am working with my client to secure them a full or part time IFA Administrator for their Bury office. The company provide holistic financial advice to their clients, both private and corporate and... following yet another business win, they are keen to grow the team further.
The salary is up to £23,000 full time and additional benefits. Hours could be 3 days, 4 days, 5 short days or full time.
Duties include the research and preparation of information for the Advisers and Paraplanners, including the creation of new business packs and the contacting of third parties, predominantly product providers. In addition, you will update/manager clients data, typing up suitability reports and general administration work expected in a busy office.
To be suitable for this role, you will...