At a Glance
- Tasks: Support financial planners and liaise with clients in a dynamic environment.
- Company: Established financial planning firm with a strong reputation in Chester.
- Benefits: Competitive salary up to £32,000 and opportunities for professional growth.
- Other info: Enjoy a supportive culture focused on client relationships.
- Why this job: Join a stable team with low turnover and diverse client cases.
- Qualifications: Experience as an IFA Administrator is essential.
The predicted salary is between 32000 - 32000 £ per year.
Suitable for experienced IFA Administrators in Chester, north wales and surrounding is this great role is a traditional Financial Planning firm in Chester.
The Client base is multi-generational and the companies business growth is heavily weighted to organic and referrals.
They are a traditional firm in the sense that they see the value an experienced Financial Planning Administrator brings to the function from start to finish and this role requires you to liaise directly with clients, other support staff and Financial Planners.
Wide variety of cases each day, it’s unlikely you’ll ever get bored.
Salary to £32,000 as a guide but if you’re reading this and would like to enquire if they could meet your requirements, let me know. ...
Financial Planning Support - low staff turnover at the firm employer: ST Resourcing Ltd
This traditional Financial Planning firm in Chester offers a supportive and collaborative work environment, where experienced IFA Administrators are valued for their contributions. With a focus on employee growth and a low staff turnover, the company fosters a culture of stability and development, ensuring that each team member has the opportunity to thrive in their role while engaging with a diverse range of client cases.