You need a background in an IFA practice to be considered for this role.

You will liaise with advisors, write reports, research products and market trends, manage client data, and process business applications, fund switches, and withdrawals.

Accounting & Tax

Banking & Finance

United Kingdom

Manchester

Ernest Gordon Recruitment is a UK-based recruitment agency that specializes in connecting talented candidates with top employers across various sectors. Their mission is to deliver exceptional recruitment solutions by understanding both client needs and candidate aspirations, ensuring the best job matches. The company’s purpose is to provide a seamless recruitment experience, helping individuals advance their careers and enabling businesses to build strong, skilled teams.

Human Resources

Ernest Gordon Recruitment

Engineering, Technical, IT and Finance specialist Recruitment Consultancy

£27,000 - £31,000 + Training + Progression + Company Bonus + Company Benefits Manchester Are you an IFA Admin or similar, looking to join a successfully established wealth management company that are rapidly expanding yet can provide a tight-knit environment? On offer is the opportunity to join a long-standing company known for their staff retention and generous company benefits. On a daily basis you will be responsible for supporting advisors by report writing annual summaries of client's financial situations. There will also be an element of managing client data and carrying out product research whilst using systems like Adviser Asset & FE Analytics. On a daily basis you will be responsible for supporting advisors by processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics. This role would suit an IFA Admin or similar, looking to join a growing business that will provide a friendly and close knit working environment and great company benefits. The Role: Liaising with Advisors Report writing Research on Products and Market trends Monday - Friday, 9am - 5pmThe Person: Background in an IFA practiceReference Number: BBBH15821a Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV

£27,000 - £31,000 + Training + Progression + Company Bonus + Company BenefitsManchesterAre you an IFA Admin or similar, looking to join a successfully established wealth management company that are rapidly expanding yet can provide a tight-knit environment?On offer is the opportunity to join a long-standing company known for their staff retention and generous company benefits.On a daily basis you will be responsible for supporting advisors by report writing annual summaries of client's financial situations. There will also be an element of managing client data and carrying out product research whilst using systems like Adviser Asset & FE Analytics.On a daily basis you will be responsible for supporting advisors by processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset & FE Analytics.This role would suit an IFA Admin or similar, looking to join a growing business that will provide a friendly and close knit working environment and great company benefits.The Role:Liaising with AdvisorsReport writingResearch on Products and Market trendsMonday - Friday, 9am - 5pmThe Person:Background in an IFA practiceReference Number: BBBH15821aPension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial AdvisorWe are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our websiteIf you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV

IFA Admin (Bonus) - Ernest Gordon Recruitment

£27,000 - £31,000 + Training + Progression + Company Bonus + Company Benefits&lt;br&gt;&lt;br&gt;Manchester&lt;br&gt;&lt;br&gt;Are you an IFA Admin or similar, looking to join a successfully established wealth management company that are rapidly expanding yet can provide a tight-knit environment?&lt;br&gt;&lt;br&gt;On offer is the opportunity to join a long-standing company known for their staff retention and generous company benefits.&lt;br&gt;&lt;br&gt;On a daily basis you will be responsible for supporting advisors by report writing annual summaries of client's financial situations. There will also be an element of managing client data and carrying out product research whilst using systems like Adviser Asset &amp;amp; FE Analytics.&lt;br&gt;&lt;br&gt;On a daily basis you will be responsible for supporting advisors by processing new business applications, fund switches and investment withdrawls. There will also be an element of managing client data, carrying out product research whilst using systems like Adviser Asset &amp;amp; FE Analytics.&lt;br&gt;&lt;br&gt;This role would suit an IFA Admin or similar, looking to join a growing business that will provide a friendly and close knit working environment and great company benefits.&lt;br&gt;&lt;br&gt;The Role:&lt;br&gt;&lt;br&gt;Liaising with Advisors&lt;br&gt;&lt;br&gt;Report writing&lt;br&gt;&lt;br&gt;Research on Products and Market trends&lt;br&gt;&lt;br&gt;Monday - Friday, 9am - 5pmThe Person:&lt;br&gt;&lt;br&gt;Background in an IFA practiceReference Number: BBBH15821a&lt;br&gt;&lt;br&gt;Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor&lt;br&gt;&lt;br&gt;We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.&lt;br&gt;&lt;br&gt;Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&amp;amp;C's, Privacy Policy and Disclaimers which can be found at our website&lt;br&gt;&lt;br&gt;If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV

IFA Admin (Bonus)

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Ernest Gordon Recruitment

Mission & Purpose