IFA Administrator – Wirral, Merseyside - £18,000 - £22,000 (Free Parking)

LinkedIn ShareShare
More

IFA Administrator – Wirral, Merseyside - £18,000 - £22,000 (Free Parking)

I have an exciting job opportunity to join a well established IFA Practice based on the Wirral, Merseyside. The reason for this role is due to successful growth of the business.

This is a fantastic IFA Administrator job opportunity to join an experienced technical support team.

The Company

  • A respected and well-established firm with a knowledgeable and growing team
  • On-going training and support

 

The Role

  • To oversee general IFA administration and support the Financial Advisors
  • Liaising with product providers, clients and client’s representatives as and when required
  • Process new business
  • Diary Management
  • Process fund switches and withdrawals

You

  • Experience within a Wealth Management firm (essential)
  • Experience of Intelligent Office software (IO) would be ideal
  • Attention to detail
  • Strong communication skills and ability to build report

For more information on this and other fantastic opportunities please call Philip Gordon on 0151 601 6000, or send an email to philip@zootrecruit.com

I am also contactable via my LinkedIn.

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

Please visit our website  www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

Prestige Recruitment Group are acting as an employment agency, supplying high calibre Financial Services & Insurance staff throughout Liverpool, Manchester and the North West region  

PLEASE NOTE: Unfortunately, due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.

Permanent
26 March 2020
Financial Planning
IFA Administrator
Merseyside, Liverpool