Administrator

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: