Financial Planning Administrator
4 days ago
**Financial Planning Administrator - Manchester - Salary negotiable, plus Benefits**
MBF. are working with a trusted client, a boutique, investment focused firm of Independent Financial Advisers based in central Manchester.
Their current requirement is for an experienced IFA Administrator to join the organisation to provide ongoing support to the Senior Paraplanner and Directors. The business specialise in providing holistic advice to a portfolio of HNW private clients, asa result they require an individual with experience within this environment or who is confident enough to deal with this level of client.
Daily duties will include;
- To support Financial Planner
- Support Financial Planner with preparation of client correspondence and meeting notes
- Provide technical assistance and research for Financial Planner
- Set up and maintain client data/files electronically
- When required, accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters
On offer:
- The business will pay what it takes to attract the right person - basic salary negotiable depending on experience
Benefits include:
- 5% company pension
- 4X Salary DIS
- Group PHI scheme
- Holiday allowance 25 days + BH + Office is closed between Christmas and New Year
- Free on-site Parking
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