IFA Administrator

Wirral, Merseyside

Salary: £28,000 - £31,000

We are pleased to be working with a Wirral based Financial Planning firm specialising in Financial Planning.

This IFA Administrator job opportunity will work on the Wirral and be based near a train station

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 Services administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.
• Ideally working towards the Diploma in Financial Planning.

Click here to apply: