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IFA Administrator

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IFA Administrator

North Liverpool, Merseyside

Salary: £25,000 - £30,000 (Can be flexible with working hours)

We are really pleased to be working with a North Liverpool, Merseyside based Financial Planning firm who specialises in Financial Planning.

This IFA Administrator job opportunity will be working in North Liverpool and based near a train station.

This financial planning firm can accommodate flexibility with the working hours.

You will be joining an established Liverpool based financial services team which includes Financial Advisors, Paraplanners and an IFA support team.

This Financial Services role will involve:

  • Supporting the Financial Advisors with compliance administration support.
  • Working with providers.
  • Providing fact finds.
  • Managing and inputting client information.
  • Producing client reports.

Experience required:

  • Experience in Financial Services administration is essential.
  • Ideally worked within IFA Practice.
  • Previous experience working with Pensions or Investment administration.

I would like to discuss this role and give you more insight into this fantastic financial services job opportunity.

Click here to apply:

22 May 2023
Financial Planning
IFA Administrator
Merseyside, Liverpool
Salary: £25,000 - £30,000 (Can be flexible with working hours)