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IFA Administrator

IFA Administrator

Salary: £20,000 - £25,000 (1 day working from home)

Liverpool City Centre

Liverpool City Centre based Wealth Management firm is looking to recruit an experienced IFA Administrator.

This financial service firm is based near the City Centre train stations.

Salary: £20,000 - £25,000, 1 day a week working from home.

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 Chartered Financial Planners.
  • 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.
  • Ideally have intelligent office back office systems experience but not essential.
  • Started to study industry qualifications or partway through.

I can talk more about this Liverpool City Centre based Financial Planning firm in more detail.

Please click to apply:

 

Permanent
21 May 2024
Financial Planning
IFA Administrator
Merseyside, Liverpool
Salary: £20,000 - £25,000 (1 day a week work from home).