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.
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