MANCHESTER

Are you an Administrator or similar, with experience working in Wealth Management, looking to join a well-established Independent Financial Advisors, who will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor?
On offer is the opportunity to join a tight knit advisors that offer generous company bonuses, a great pension scheme along with ongoing opportunities to advance your career.
In this role you will be part of a small team of 6. Following training you will be working on client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service.
This company are a growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards.
This role would suit an Administrator within wealth management, looking for an opportunity to become a fully qualified Paraplanner.

• Working in a team of 6
• Completing client reviews & investment administration
• Data management and correspondence
• General Administrative duties
• Monday - Friday, 9am - 5pm

The Person

• Administrator or similar
• Experience working within Wealth Management