Client Support - Wealth management

The enjoyment gained in an IFA Administration role is perhaps determined by the working environment more than the work itself. This great opportunity based in the Bury area will see you join an extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry.

This is an office based role with some flexibility.

You will be involved in varied work covering new business processing, building relationships with providers through to being involved in the annual reviews, system updating and more. All the team get stuck in to help each other and it’s through this collaboration that brings a buoyant approach to the team.

If you have experience supporting Financial Planners, or perhaps gained from product providers and you are considering a new role, this one could offer some great development opportunities and fun along the way.

Salary to £32,000, negotiable with additional benefits.