IFA Administrator

St Helens, Merseyside

Salary: £24,000 - £28,000

Financial Services Firm based near to St Helens, Merseyside is offering a very rewarding salary of £24,000 - £28,000.

You will be working with an established Financial Services team supporting Financial Advisors, Paraplanners and a management team.

This Financial Planning job opportunity will involve:

• Assisting the Financial Planners & Paraplanners
• Analyse client’s Financial Services requirements.
• Process pensions and investment administration.
• Prepare client meetings for the Paraplanners & Financial Planners.
• Work closely with Financial Services product providers on changes to client’s policies.

This financial services firm do offer great long term career opportunities to move into a Paraplanner & Financial Advisor positions.

Experience:

• Must have experience of working within a Financial Planning/Wealth Management firm.
• Would be keen to hear from you if your currently working for a Pension provider or Investment company.

If you have the relevant experience, I would really like to hear from you.

Please click to apply.