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IFA Administrator

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IFA Administrator

Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business.

Salary: £28,000 - £32,000.

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 Financial Planners and prepare client portfolios.
  • 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.
  • Technical knowledge of Financial Planning administration support.
  • Ideally obtained the Diploma in Financial Planning or working towards the qualification.

I can talk more about this Merseyside based Financial Planning firm in more detail.

Please click to apply:

Permanent
10 January 2023
Financial Planning
IFA Administrator
Merseyside, Southport
£28,000 - £32,000