Wealth Management Administrator - Stockport, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited
Jane Deane Recruitment Limited
Verified Company
Stockport, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Successful IFA practice based in Stockport require an additional administrator to complement their existing team.

  • New business administration: mainly via wrap platforms
  • Nucleus and Transact.
  • Dealing with administrative tasks arising out of meetings.
  • Attending some client planning meetings to take the notes and learn
  • Producing the first draft of suitability reports and financial planning summaries.

The package

  • Competitive salary with clearly mapped out progression.
  • Annual bonus based on company profitability
  • Pension, life assurance, income protection
  • 25 days holiday and, in addition, closed between Christmas and New Year

Job Types:
Full-time, Permanent


Salary:
Up to £26,000.00 per year


Benefits:


  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Experience:


  • IFA Administration: 1 year (preferred)

Work Location:
One location
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