IFA Administrator – Lancashire - £18,000 - £24,000 - Award winning financial services firm

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IFA Administrator – Lancashire - £18,000 - £24,000 - Award winning financial services firm 

We are delighted to be working with an award winning Wealth Management Practice based in Lancashire.

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's 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 make sure fully compliant

You

  • Previous experience within Financial Planning and willing to develop experience
  • Must have good attention to detail as working with client files
  • Strong communication skills and ability to build report
  • A natural ability with numbers, and a basic understanding of investments & Pensions

Feel free to contact Philip Gordon at Prestige Recruitment within our specialist Financial Services Division on 0151 601 6000 / 07557 043 246. Also contactable via email .

I am also contacted via LinkedIn.

Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website  www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup or LinkedIn https://www.linkedin.com/showcase/prestige-financial-services-&-insurance/

Permanent
12 January 2021
Financial Planning
IFA Administrator
Lancashire, Preston