Client Advisor Administrator (IFA/Wealth Management)

Ernest Gordon Recruitment Limited • Permanent • Stockport, Greater Manchester, England, United Kingdom • £30k - £40k / year • 1h ago

Client Advisor Administrator (IFA/Wealth Management) - Stockport, Cheshire

The rewards

£30,000 - £40,000
Training
Bonus
Benefits
Impressive training and development opportunities
Assistance in gaining financial qualifications
Scalable career progression pathways as your role develops

The role of Client Advisor Administrator (IFA/Wealth Management):

Preparation of correspondence, documents and meetings alike
Preparing invoices and reviewing client and office account entries
Client and customer liaison, relaying correspondence and providing advice where applicable
Certain financial tasks such as preparing invoices and reviewing client and office account entries
Diary and email management
Dealing with telephone enquiries

The ideal Client Advisor Administrator (IFA/Wealth Management):

Background within the financial/legal/property services sector or a related field
Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position
Prior working experience to IFA standard or a related technical discipline
Strong organisational, communicational and analytical skills
Computer literate with a knowledge of Microsoft Office software
Happy to work both as part of a team as well as autonomously

Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years?

Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake?

Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management.

Reference: BBBH26014

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