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Advisor Support

Job LocationManchester
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Adviser SupportIndustry: Financial ServicesLocation: ManchesterSalary: Up to £30,000Job Ref: 8408 Adviser SupportRecruit UK is working on an excellent opportunity for an Adviser Support position in Manchester to join a well-established Chartered Independent Financial Advice firm.Working closely with the Advisers to provide administration and financial planning support within their Adviser Support Team. Providing one-to-one support for selected advisers. Obtaining all pre-sale documentation including quotations, product, and fundresearch, using systems such as Adviser Asset & FE Analytics. Collating information from product providers on clients existing arrangements. Preparing valuation reports. Processing new business applications. Processing fund switches, surrenders, income, andinvestment withdrawals.What’s in it for you: Adviser Support

  • Competitive Salary - Up to £30,000
  • Full Training
  • Pension, DIS
  • Bonus Scheme
  • Study Support
  • Christmas week closure
Skills and experience required: Adviser Support
  • Financial Planning Administration experience (IFA Firm preferably)
If you are interested in the above position, apply today and one of our consultants will reach out. If you haven’t heard back in 7 days, please assume you have been unsuccessful on this occasion.

Keyskills :
AdministrativeFinancial Services

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