Financial Services Administrator

Liverpool City Centre, Merseyside 

Salary: £25,000 - £30,000

Would you like to work for a small Financial Planning firm who are based in Liverpool City Centre?

You will be working with a long standing team.

Financial Services Administrator role will involve:

• You will be supporting the Director, Financial Planner, Paraplanner and an experienced IFA Administrator.

• Be involved in collating client information.
• Working on various platforms and liaising with product providers.
• You will manage the client financial planning portfolios from start to finish.
• Processing new business applications.
• Be involved in cashflow forecasting.

In return you will receive full study support for the Financial Planning qualifications.

Experience:

• Ideally have experience handling administration within an IFA Practice.
• Ideally working towards the Level 4 Diploma in Financial Planning.
• Will consider graduates who have a relevant degree i.e Economics, Maths, Business and looking to build a career in Financial Services.

I’d really like to hear from you and discuss this opportunity.

Please click to apply.