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Financial Services Administrator

Financial Services Administrator

Chorley, Lancashire

Salary: £23,000 - £27,000

We are delighted to be working with a Lancashire based and award winning Financial Planning Management Practice based near Chorley.

They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in the Lancashire area.

The Role:

  • Liaising with product providers, clients and client representatives as and when required.
  • Assisting advisers in the creation of client financial reports and letters.
  • Preparation of client portfolio reviews.
  • Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.

You:

  • Previous experience in Financial Planning and willingness to develop experience.
  • Must have good attention to detail when working with client files.
  • Strong communication skills and ability to build rapport.
  • A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Financial Services job opportunity which offers long term career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply:

Permanent
14 February 2024
Financial Planning
IFA Administrator
Lancashire, Chorley
Salary: £23,000 - £27,000