Financial Planning Administrator

Southport , Merseyside

Salary: £25,000 - £30,000 

We are pleased to be working with a Southport based Financial Planning firm who specialises in Financial Planning.

This IFA Administrator job opportunity will be working in the Southport office and based near a train station.

You will be joining an established Southport based financial services team which includes Financial Advisors, Paraplanners and an IFA support team.

This Financial Services role will involve:

• Supporting the Financial Advisors with compliance administration support.
• Working with providers.
• Providing fact finds.
• Managing and inputting client information.
• Producing client reports.

Experience required:

• Experience in Financial Planning / IFA administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.

I would like to discuss this Southport based role and give you more insight into this fantastic financial services job opportunity.

Click here to apply: