IFA Administrator / Trainee Paraplanner – Liverpool City Centre , Merseyside – Salary: £20,000 - £26,000
I have a fantastic opportunity for a Wealth Management / IFA Administrator from a financial planning background to join a well known Financial Services organisation in Liverpool City Centre.
The Company
- A well respected firm who have been established in Liverpool for a long time
- Easily accessible via train
- Opportunity for supported study of Professional Qualifications
The Role
- Part of a centralised team, proactively working with the paraplanners and Financial Advisors
- Ensuring all financial planning client administration is carried out in accordance with company procedures
- Maintaining client information accurately
- Researching and analysing data for the paraplanners and fee earners
- Working on various platforms
You
- Previous experience within an IFA administration role is essential, working within a wealth management or IFA environment
- Experience of working on Wealth Management Software systems is preferred but not essential
- A proactive and positive attitude
- Strong communication skills and ability to build rapport
We have been to the office and met with the client so if would like more info on the role please feel free to call Philip Gordon at Prestige Recruitment on Liverpool 601-6000 / 07557 043 246 and I can discuss this role in more detail. I am also contactable via email.
I am also contactable via my LinkedIn.
Here at Prestige Recruitment Group we are a specialist Insurance & Financial Services recruiter based in Liverpool but we cover vacancies all over the North West & Wales.
Please visit our website www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup
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.