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We are working with a Southport based Independent Financial Advisory firm who specialise in Financial Planning.

This financial services firm are looking to recruit an Administrator to work with the team. Salary: £17,000 – £22,000

You will be joining an established Southport based financial services team which includes Financial Advisors, Paraplanner, Administrators and a Management team.

This Administrator role will involve:

  • Supporting the management team and Financial Advisors with administration tasks.
  • Working with pensions providers and investment firms with client administration.
  • Diary management.
  • Managing and inputting client information.

Experience required:

  • Ideally worked within a Financial Services organisation.
  • Ideally worked within a Financial Advisory firm but not essential.
  • If you have worked with Pensions or Investment administration that would be ideal but not essential.

This is a really great job opportunity to build a career within Financial Planning and join an experienced team.

Contact Philip Gordon – Specialist Financial Services Recruiter

Click here to apply:

1 October 2021
Financial Planning
IFA Administrator
Merseyside, Liverpool
£17,000 - £22,000