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East Midlands IFA Manager
2 weeks ago
We are excited to announce a fantastic opportunity for an experienced Senior IFA to join our prestigious clients' team in the East Midlands
This renowned Chartered, Award-Winning IFA firm is committed to providing exceptional financial advice and is seeking a highly skilled professional to manage client relationships and contribute to the growth of the business.
The ideal candidate will have at least 3 years' experience in a similar role and possess excellent communication and organizational skills. They will be responsible for updating CRM systems, supporting paraplanners and financial advisors, and submitting new business opportunities.
The company offers a competitive salary of up to £55,000 per annum, plus hybrid and flexible working arrangements, exam support, and a comprehensive benefits package.
About You...- Minimum 3 years' experience in Financial Services Administration
- Excellent communication and organizational skills
- Ability to multitask and prioritize tasks
- Desirable: knowledge of XPLAN software
- Competitive salary of £40,000 - £55,000 per annum
- Flexible and hybrid working arrangements
- Exam support and career development opportunities
- Comprehensive benefits package