Financial Administrator

Liverpool, Merseyside

Salary: £25,000 - £30,000

We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning.

This IFA Administrator job opportunity will work on the outskirts of Liverpool and be based near a train station.

You will be joining an established Liverpool based financial services team.

This Financial Services role will involve:

• Supporting the Financial Advisors with compliance administration support.
• Working with providers.
• Providing fact finds.
• Managing and inputting client information.
• Producing client reports.

Experience required:

• Experience in Financial Services administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.
• Ideally working towards the Diploma in Financial Planning

I would like to discuss this role and give you more insight into this fantastic financial services job opportunity.

Click here to apply: