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PRACTICE SUPPORT - Financial Planning - City, Manchester, United Kingdom, M1


PRACTICE SUPPORT - Financial Planning

Our Client form part of one of the largest Wealth Planning Firms in the UK. With their Manchester office conveniently located in the Heart of the City Centre, a new and exciting opportunity is available for Practice Support Administrator to join their expanding team.

Working as part of a friendly, busy and very professional team, the successful candidate will be responsible for providing direct support to the Adviser, including the Director where duties will include;

  • Ensuring that partners are fully prepared for meetings with clients
  • Assisting the Paraplanners in relation to investments and protection matters
  • Submitting Investment, Pension and Protection applications
  • Liaising closely with other companies to generate new leads for the advisers, etc

The ideal candidate will come from an IFA background, and will ideally hold some of the CII exams - although this is by no means essential. Those who have previous experience of writing reports are of high advantage. Offering fantastic career prospects and second to none in-house training, you will be fully supported with training and undertaking the CII exams.

This is a progressive role and the ideal candidate needs to have excellent IT skills as there will be ad hoc MS Excel tasks. You should be highly organised, able to work on your own initiative as well as follow instructions.

Those offering the use of Back Office System; Intelliflo would be beneficial.

NJR 9491