Job Title: Financial Planning Administrator / PA
Location: Sale, Greater Manchester
Company: Independent Financial Advisors
About Us:
Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operate as an employee-owned company, giving every team member the opportunity to own shares and actively participate in shaping the future of their business.
The Opportunity:
We are seeking a motivated and experienced Financial Planning Administrator to join their team. This is the perfect opportunity for a career Administrator who is looking for a varied and interesting position at a company where they will be truly valued and their voice will be heard
Why Join Us?
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Employee Ownership: As an employee-owned company, you'll have the opportunity to become a shareholder and increase your holding as the company grows. They believe in rewarding commitment and success, giving you a real stake in their future.
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Collaborative Culture: Everyone in the company has a voice. They hold regular team meetings where all staff contribute to decision-making and business operations. Your ideas and input will be valued and encouraged.
The role:
- Provide comprehensive administrative support to IFAs.
- Manage client documentation, ensuring accuracy and compliance.
- Coordinate client meetings and prepare necessary materials.
- Maintain and update client records and databases.
- Liaise with clients and providers to facilitate smooth communication and service delivery.
About You:
- You have experience as in a IFA Administrator role and a strong understanding of financial planning processes.
- Strong Organisational Skills
- Attention to detail
On offer:
- Basic salary of up to £30,000 plus company benefits
- Hybrid working from their office in Sale, Greater Manchester
- Share Options
What’s Next?
If you’re looking for a role where you can make a real impact, grow your career, and be part of a supportive, employee-owned company, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
