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: