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Financial Planning Assistant

Permanent  for Search Consultancy in Manchester

IFA Administrator

Manchester City Centre

£20,000 – £24,000My client, an established practice of Independent Financial Advisers, are seeking to appoint an additional experienced IFA Administrator to their tightly-knit team based in the Manchester City Centre. This is a fantastic opportunity with realistic career progression scope into Paraplanning.Should you be successful in your application, your key duties and responsibilities will involve:* Routine correspondence with clients, advisers and providers* Processing new business within the deadlines and standards set by the company* Obtaining quotes and illustrations* Producing bespoke client valuation reports* Ensuring working to practices compliant with FCA rules and procedures * Ensuring Money Laundering Procedures are adhered to at all time* Extensive use of Adviser Office (IRESS) for maintaining client records and for research purposes* Advisers’ diary managementPlease note proven background in the Financial Planning sector is required to be considered for this role, preferably within an IFA practice. IRESS back office systems experience is also a MUST. Further, the ideal applicant will possess eye for details as well as ability to critically examine information.If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 0161 835 8318 or forward your CV to antonia.mihaylova@search.co.uk.

Job added on 30-06-2014