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.
- 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.
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