Adviser's Administrator

1 week ago


Sale, Trafford, United Kingdom Recruitment22 Full time £30,000

This opportunity is perfect if you're looking for the next step in your Administration career, but don't necessarily want to become a Paraplanner.

The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write Suitability Reports, conduct research for new business cases, and do fund and cost analysis too.

Gather plan details for analysis, conduct portfolio re-balancing and prepare client packs for annual review meetings.


The business are in need of someone who's supported financial advisers before in a similar role, and offer full support towards personal development, professional qualifications and potentially advising in the future.

The role is office based, Monday to Friday and the benefits include:

  • Company Pension
  • 24 days holiday plus bank holidays
  • Group life cover (death in service) - 4x salary

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