Financial Services Administrator

5 months ago


Manchester, United Kingdom Prestige Recruitment Group Full time

**Financial Services Administrator**

**Based in Manchester City Centre.**

**Salary: £30,000 - £35,000**

This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000.

You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team.

The great bonus to the location is this financial services practice is based near major Manchester City Centre train stations.

**This financial services opportunity will involve**:

- Assisting with the preparation of research and suitability reports.
- Analyse clients requirements.
- Fund research, using systems such as Adviser Asset & FE Analytics.
- Provide administration support to the Paraplanners.
- Prepare meetings for the Paraplanners & Financial Advisors.
- Preparing valuation reports.
- Work closely with product providers on changes to clients policies.

I’d like to hear from you if you have previously worked within a Wealth Management environment and have experience with Pensions & investment administration. If you have passed some RO qualifications that would be great.

Please click to apply:
INDPH

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

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Manchester: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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