Entry Level/ Junior Ifa Administrator - Manchester, United Kingdom - Taylor James Professional Recruitment

Taylor James Professional Recruitment
Taylor James Professional Recruitment
Verified Company
Manchester, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Taylor James are partnered with a chartered firm of financial planners based in Manchester who are looking to appoint an
entry level/ junior administrator to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW & UHNW clientele.

This is a first class opportunity to develop a career within wealth management.

Duties & responsibilities will include
:
Full training will be provided

  • Supporting a Chartered Financial Planner & wider team
  • Acquiring client portfolio valuations
  • Liaising with product providers
  • Actioning LOAs
  • To assist with the preparation of client facing reports
  • Adhere to internal processes & external compliance requirements
  • Provide regular feedback and updates to the team
  • Recent graduate (desirable)
  • Some relevant industry experience (desirable)


In return this entry level role is offering a basic salary of c £20,000 (negotiable) + full study support + wider benefits.


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Matthew Biddle on LinkedIn.

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