IFA Administrator

Liverpool City Centre based Wealth Management firm is looking to recruit an experienced IFA Administrator due to an internal promotion.

Salary: £20,000 - £25,000, 1 day a week working from home.

This Financial Services firm is known for a low staff turnover and encourages career development within the company.

This role will involve the following: 

• Work alongside Chartered Financial Planners.
• Support the Paraplanners with Financial Planning administration.
• Coordinate client meetings and input data.
• Process new business paperwork to timescales.

Experience needed:

• Currently working or previously worked within Financial Planning or an IFA Practice.
• Ideally have intelligent office back office systems experience but not essential.
• Started to study industry qualifications or partway through.

I can talk more about this Liverpool City Centre based Financial Planning firm in more detail.

Please click to apply: