You must have a background in an IFA practice to be considered for this role with opportunities to progress to an advisor position.

You will liaise with advisors, prepare valuation reports, and conduct research on products and market trends. Work is Monday to Friday, 9am to 5pm.

Business, Operations & Strategy

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 + Supported Study + Company Benefits Manchester Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career? On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients. 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 someone from an IFA background, looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid working The Role * Liaising with Advisors * Preparing valuation reports * Research on Products and Market trends * Monday - Friday, 9am - 5pm The Person * Background in an IFA practice Reference Number: BBBH15821 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 + Supported Study + Company BenefitsManchesterAre you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.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 someone from an IFA background, looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid workingThe Role * Liaising with Advisors * Preparing valuation reports * Research on Products and Market trends * Monday - Friday, 9am - 5pm      The Person * Background in an IFA practice      Reference Number: BBBH15821Pension, 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 (Progression to Advisor) - Ernest Gordon Recruitment

&lt;strong&gt;£27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits &lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Manchester &lt;br&gt;&lt;br&gt;&lt;/strong&gt;Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?&lt;br&gt;&lt;br&gt;On offer is the exciting opportunity to join a rapidly expanding yet tight knit Chartered Financial planners and wealth managers who are known for providing a premium service to a range of clients.&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 someone from an IFA background, looking to advance your career into a Technical Advisor Support role within a company who provide a wide range of benefits such as study support and hybrid working&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Role&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Liaising with Advisors&lt;/li&gt;&lt;li&gt;Preparing valuation reports &lt;/li&gt;&lt;li&gt;Research on Products and Market trends&lt;/li&gt;&lt;li&gt;Monday - Friday, 9am - 5pm&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;The Person&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Background in an IFA practice&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Reference Number&lt;/strong&gt;: BBBH15821&lt;br&gt;&lt;br&gt;&lt;strong&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;&lt;/strong&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 (Progression to Advisor)

Requirements

Responsibilities

FAQs

What is the salary range for the IFA Admin position?

Is there training provided for this role?

What type of company is hiring for this position?

What are the typical working hours for this role?

Do I need prior experience in the financial services industry?

Will I have the opportunity to progress to an Advisor role?

What additional benefits are offered with this role?

What specific tasks will I be responsible for in this role?

Where is this job located?

How do I apply for this position?

Ernest Gordon Recruitment

Mission & Purpose