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IFA Support Administrator
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Job details
Title:
IFA Support Administrator
Reference:
WEB460860DLH
Salary:
to £20,000 plus benefits
Location:
Manchester
Description:
This well regarded broker with a national presence is looking to recruit an
enthusiastic and bright individual to join it Manchester city centre team. You
are likely to have around 2 years experience of working within the financial
services sector, though you can have gained that experience in either a
broking or provider environment.
You will be responsible for a number of areas including client/provider
liaison, new business documentation production and chasing, new business entry
onto the in-house software system, production of quotes and client summaries
and for the general admin support of the team.
You will ideally be progressing toward CFP (or willing to study towards
qualification) and have an outgoing and positive attitude.
Contact details
Name:
Dan Haynes
Phone:
0161 839 3337
Email:
d.haynes@ipsgroup.co.uk