IFA Administrator – Liverpool City Centre, Merseyside : Salary: £20,000 - £28,000 + Outstanding Benefits Package
Liverpool City Centre based job opportunity for an IFA administrator to join an IFA Practice with a great reputation.
This firm is based very near the train station in Liverpool City Centre.
This role has come about due to an internal promotion.
The Role:
- To oversee general office IFA administration
- Liaising with product providers, clients and client's representatives as and when required
- Assisting advisers in the creation of client financial reports and letters
- Preparation of client portfolio reviews
You:
- Ideally working for an IFA Practice, Investment firm or Pensions company
- Attention to detail
- Strong communication skills and ability to build report
- A natural ability with numbers, and a basic understanding of pension & investments administration
For more information on this Liverpool City Centre based job opportunity please call Philip Gordon on 0151 601 6000, or send an email
I am also contactable via my LinkedIn.
Feel free to contact Philip Gordon at Prestige Recruitment within our Financial Services Division on 0151 601 6000 / 07557 043 246. Also contactable via email .
Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.
We get so many applications that in some instances we are unable to offer individual feedback.
If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.
Please visit our website www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup