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IFA Administrator

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IFA Administrator

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

This Financial Services firm are known for a low staff turn over and encourage 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:

Permanent
1 August 2022
Financial Planning
IFA Administrator
Merseyside, Liverpool City Centre
£20,000 - £25,000, 1 day a week working from home.