Financial Planning Administrator , Liverpool City Centre, Merseyside - £20,000 -£25,000 + Flexi Time

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Financial Planning Administrator , Liverpool City Centre, Merseyside - £20,000 -£25,000 + Flexi Time

This is an amazing financial services job opportunity to work for a boutique IFA Practice in a truly iconic building in Liverpool City Centre.

You’ll have the opportunity to work for a well established Financial Services firm and a long standing Paraplanning and IFA Support team.

This opportunity will involve:

  • Supporting 3 Financial Advisors with technical administration support.
  • Work with clients on their requirements.
  • Handle administration for the Paraplanners.
  • Prepare meetings for the Paraplanners & Financial Advisors.
  • Handle administration support on the Intelligent Office back office software.

What’s exciting about this Liverpool City Centre based firm is the opportunity to work on unique elements of Financial Planning.

Experienced required:

  • Currently or previously worked within a Wealth Management environment.
  • Ideally worked with Pensions & Investments administration.
  • Ideally worked on IO (Intelligent Office) back of software but not essential.

I would really like to discuss more on this genuinely exciting job opportunity and financial services firm based in Liverpool City Centre.

For more info, please contact Philip Gordon – Specialist Financial Services Recruiter at Prestige Recruitment Group on 0151 601 6000 / 07557 043 246 or email .

I am also on LinkedIn.

Please visit our website 

Prestige Recruitment Group are acting as an employment agency, supplying high calibre Financial Services & Insurance staff throughout Liverpool, Manchester and the North West region  

PLEASE NOTE: Unfortunately, due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.





26 May 2021
Financial Planning
IFA Administrator
Merseyside, Liverpool