IFA Administrator

Salary: £25,000 - £30,000

Liverpool, Merseyside

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.

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: