At a Glance
- Tasks: Support Financial Advisers and clients with data and documentation in a dynamic environment.
- Company: Join Recruit Wealth Ltd, a client-focused team in Liverpool.
- Benefits: Enjoy flexible hybrid working, professional development, and a supportive culture.
- Other info: Varied workload across investments and pensions with excellent growth opportunities.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience as an IFA Administrator and strong organisational skills.
The predicted salary is between 24750 - 30250 £ per year.
Recruit Wealth Ltd in Liverpool seeks an experienced IFA Administrator to join its client-focused administration team.
You will support Financial Advisers, paraplanners and clients with data, documentation and service excellence.
Working in a collaborative, supportive culture, you’ll manage a varied workload across new business, client servicing, investments and pensions, with hybrid working and ongoing professional development.
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IFA Administrator: Flexible Hybrid Role with Benefits in Liverpool employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises a modern and supportive work culture, offering flexible hours and an early finish on Fridays to promote work-life balance. Employees benefit from collaborative teamwork with experienced Financial Planners, ensuring ample opportunities for professional growth and development in the financial planning sector. The company's commitment to tailored solutions and technical excellence makes it a rewarding place for those seeking meaningful employment.
