IFA Administrator

IFA Administrator

Liverpool Full-Time
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This Financial Services firm is known for a low staff turnover and encourages career development within the company.

This role will involve the following:

  • Work alongside Chartered Financial Planners.

  • Support the Paraplanners with Financial Planning administration.

  • Coordinate client meetings and input data.

  • Process new business paperwork to timescales.

  • Currently working or previously worked within Financial Planning or an IFA Practice.

  • Ideally have intelligent office back office systems experience but not essential.

  • Started to study industry qualifications or partway through.

Salary: £25,000 – £30,000

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Contact Detail:

Prestige Recruitment Group Recruiting Team

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