Financial Planning Administrator

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Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications?

This Financial Planning Administrator job opportunity in Liverpool is offering a salary of £20,000 - £25,000.

The Independent Financial Advisors offer valuable staff training, development and will invest in your financial services qualifications.

You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team.

The great bonus to the location is this financial services practice is based 5 mins from 2 Liverpool City Centre train stations.

This financial services opportunity will involve:

  • Assisting with the preparation of research and suitability reports.
  • Analyse clients requirements.
  • Provide administration support to the Paraplanners.
  • Prepare meetings for the Paraplanners & Financial Advisors.
  • Work closely with product providers on changes to clients policies.

What impresses me most about this financial services firm is the investment in your career development.

I’d like to hear from you if you have previously worked within a Wealth Management environment and have experience within Pensions & investment administration. If you have passed some RO qualifications that would be great.

Having worked with this Liverpool City Centre based financial services firm over several years I can discuss this opportunity and the organisation in lots more detail.

Please click to apply:

Permanent
28 July 2021
Financial Planning
IFA Administrator
Merseyside, Liverpool