James and Partners is seeking an experienced Financial Advice Administrator in Liverpool to support busy UK advisers and paraplanners. You will handle client onboarding, letters of authority, account openings, transfers and ongoing servicing, ensuring timely progress and FCA-compliant records.
You will liaise with clients, product providers and platforms, prepare valuations and documents ahead of meetings, and maintain accurate CRM file notes.
Wealth Admin Specialist: Paraplanning Pathway & Bonus in Liverpool employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
