FPC Financial Services Ltd in Wirral is seeking an experienced IFA Administrator to join a small, friendly team. You will support advisers and clients, taking ownership of day-to-day administration and helping cases progress from initial meeting through implementation and ongoing servicing.
The role involves processing investments, pensions, transfers and legacy products, with a focus on accuracy and timely communication via phone and email.
#J-18808-Ljbffr
IFA & Financial Planning Administrator employer: FPC Financial Services Ltd
FPC Financial Services Ltd is an excellent employer, offering a supportive and collaborative work environment in the heart of Wirral. With a focus on employee growth and development, team members benefit from ongoing training opportunities and a close-knit culture that values each individual's contributions. The company prioritises work-life balance and provides a range of benefits, making it a rewarding place for those looking to thrive in the financial services sector.
Contact Details:
FPC Financial Services Ltd Recruitment Team
