Hybrid IFA Administrator β€” Client & Data Specialist

Hybrid IFA Administrator β€” Client & Data Specialist

Full-Time 24000 - 30000 Β£ / year (est.) No working from home possible
S

At a Glance

  • Tasks: Support clients and colleagues by gathering information and performing analysis.
  • Company: Established financial planning business in Liverpool with a supportive team.
  • Benefits: Competitive salary, generous holiday entitlement, and hybrid working options.
  • Other info: Great opportunity for career growth in a thriving industry.
  • Why this job: Join a dynamic team and make a difference in clients' financial journeys.
  • Qualifications: Experience in administrative roles within financial services is essential.

The predicted salary is between 24000 - 30000 Β£ per year.

A well-established financial planning business in Liverpool is looking for an experienced IFA Administrator to support clients and colleagues.

Responsibilities include gathering information, performing analysis, and client servicing.

The ideal candidate should have administrative experience in financial services.

This role offers a competitive salary between Β£24,000-Β£30,000, generous holiday entitlement, and a hybrid working arrangement. #J-18808-Ljbffr

Hybrid IFA Administrator β€” Client & Data Specialist employer: Search Consultancy

Search Consultancy is an excellent employer for Paralegals, offering a dynamic work environment in Aberdeenshire where collaboration and professional growth are at the forefront. With a commitment to employee development, you will have access to ongoing training and mentorship, ensuring that your career progresses alongside a varied caseload that keeps your work engaging and fulfilling.

S

Contact Details:

Search Consultancy Recruitment Team

We think you need these skills to ace Hybrid IFA Administrator β€” Client & Data Specialist

Client Servicing
Information Gathering
Data Analysis
Administrative Experience
Financial Services Knowledge
Communication Skills
Attention to Detail