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.
- 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: