IFA Administrator
Preston, Lancashire

Salary: £27,000 – £35,000

A well-established IFA practice in Preston is seeking an IFA Administrator to join its growing team.

You will support advisers with suitability reports, client file preparation, research, and new business processing across pensions, investments, ISAs and protection. You’ll also liaise with clients and providers and help manage pipeline cases.

Requirements:

• Minimum 2 years’ experience in financial services support
• Strong knowledge of pensions, investments, ISAs and protection
• Part-qualified Diploma level or keen to progress
• Organised, proactive team player
• Intelligent Office / Selectapension experience advantageous

If you have the above experience and are interested in this exciting Preston based Financial Services job opportunity, please click to apply.