IFA Administrator: Client Services & Compliance in West Kirby

IFA Administrator: Client Services & Compliance in West Kirby

West Kirby Full-Time On-site
Eden Rose (United Kingdom)

Eden Rose is seeking an IFA Administrator in Southport to support Financial Advisers and clients across the full financial planning process. You will prepare client documentation, process new business and ongoing servicing, and liaise with providers.

The ideal candidate has experience in IFA/wealth management, good product knowledge, and strong attention to detail with excellent communication. Opportunities to develop qualifications exist.

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Eden Rose (United Kingdom)

Contact Details:

Eden Rose (United Kingdom) Recruitment Team