I am recruiting for a leading Bolton based IFA firm who are looking for an experienced IFA Administrator to join them. The company are long established and all members of the team are experienced in the industry, so this is a great environment to learn.
Salary for this role is flexible, in the region of 25,000/26,000 with additional benefits.
To be suitable for the role you will need to have experience of dealing with various financial products, processing of new business and ideally experience of using Adviser office, first or Xplan. They provide private and corporate clients with financial advice, so experience of group schemes are also advantageous. On the private client side they deal with SIPPs, inheritance tax planning, Investments and trusts and more.
If you have the required experience and would like a full role specification, please email firstname.lastname@example.orgHelp , apply or call 07817 661587.