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IFA Administrator

IFA Administrator  

Wirral, Merseyside - £25,000- £28,000 (Free Parking)

I have an exciting job opportunity to join a well established Financial Planning firm based on the Wirral, Merseyside.

This is a fantastic IFA Administrator job opportunity to join an experienced technical support team.

The Company

  • A respected and well-established firm with a knowledgeable and growing team
  • On-going training and support

The Role

  • To oversee general IFA administration and support the Financial Advisors
  • Liaising with product providers, clients and client representatives as and when required
  • Process new business
  • Diary Management
  • Process fund switches and withdrawals

You

  • Experience within a Financial Services administration role (ideally)
  • Experience with Intelligent Office software (IO) (Not essential)
  • This role requires attention to detail.

Please click to apply:

Permanent
14 February 2024
Financial Planning
IFA Administrator
Merseyside, Wirral
Salary: £25,000 - £28,000