Financial Services Administrator
Liverpool, Merseyside
Salary: £25,000 - £30,000
We are pleased to be working with a Financial Planning firm based on the outskirts of Liverpool.
This Liverpool based IFA Administrator job opportunity will 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.
Click here to apply:
INDP