A leading Chartered Financial Planning firm in Liverpool is seeking a proactive Senior IFA Administrator / Practice Manager. The ideal candidate will have at least 3 years of experience in a financial planning firm and the R01 qualification. Responsibilities include managing client communications, supporting paraplanners, and maintaining client records. In return, the firm offers a comprehensive benefits package including 25 days holiday, private medical insurance, and access to professional memberships. #J-18808-Ljbffr
Contact Detail:
Integro Partners Recruiting Team