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IFA Administrator

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IFA Administrator

Salary: £20,000 - £25,000 + Free Parking

We are really pleased to be working with this Southport based Financial Planning firm which has another office in the North West.

This Southport based Financial Services firm has a long standing excellent reputation with free parking and 25 days annual leave.

The role will involve:

  • Provide administration support for the office.
  • Engage with clients on updates and diary management.
  • Prepare client portfolios i.e investments & pensions.
  • Keep client's policies up to date and liaise with providers.
  • Keep back office systems up to date.

The opportunity offers training, future career development and the financial services firm can provide study support for the financial services industry qualifications.

Experience:

  • Ideally have some Financial Services industry qualifications i.e RO1 etc but not essential.
  • Must have Financial Services administration experience i.e Financial Planning / Wealth Management environment.
  • If you have experience working on Financial Wrap platforms that would be ideal but not essential.

I’d really like to hear from you to discuss this Southport based Financial Services job opportunity.

Please click to apply:

Permanent
16 September 2022
Financial Planning
IFA Administrator
Merseyside, Southport
Free Parking, 25 days annual leave.