Financial Adviser Support

4 weeks ago


Manchester, United Kingdom Jane Deane Recruitment Limited Full time

Adviser Support required for successful Chartered practice based in Manchester city centre.

Duties include:
Acting as point of contact for clients, preparing pre-sale documentation, conducting fund research, preparing valuation reports, processing new business and find switches, writing suitability reports.

Applicants will need to have a strong academic background, good it skills and 2 years previous experience of working in an IFA practice.

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- ifa administration: 2 years (preferred)

Work Location: In person


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