IFA Administrator

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IFA Administrator

We are really pleased to be working with a National Financial Services organisation who specialise in Financial Planning.

This IFA Administrator job opportunity will be working in the Liverpool City Centre office and is paying £20,000 - £25,000 which also offers a fantastic benefits package.

You will be joining an established Liverpool 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 within Financial Services administration is essential.
  • Ideally worked within IFA Practice.
  • Previous experience working with Pensions or Investment administration.

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

Contact Philip Gordon – Specialist Financial Services Recruiter

Click here to apply:

24 September 2021
Financial Planning
IFA Administrator
Merseyside, Liverpool
£20,000 - £25,000