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| Job Location | Manchester |
| Education | Not Mentioned |
| Salary | £26,000 - £31,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
IFA Adviser Support - ManchesterSurestep Recruitment are currently inviting applications for an IFA Adviser Support role to be based within our clients successful IFA practice in Manchester. Trading for over 40yrs this practice has seen fantastic growth and have built an inclusive culture for everyone to thrive and develop long standing careers.Job role:- Processing new business applications- Processing fund switches, surrenders, income and investment withdrawals- Product and fund research for new investments and top ups- Obtaining all pre-sale documentation including quotations- Collating information from product providers on clients existing arrangements- Preparing valuation reports- Writing advice and execution only letters- Support and train other Adviser Support and Administration staffRequired skills:- Ideally level 4 Diploma in Regulated Financial Planning - Previous experience working within IFA practice (essential)- Strong IT skills (Microsoft packages)- Understanding of IFA products (Pensions, Investments, Protection)- Good communicatorThis role is seeking urgent applications so to avoid disappointment apply at the earliest opportunity