Wealth Planning Practice - IFA Administrator Role
My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.
You will be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries, and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience (£25,000 upwards) with pension benefits, holiday entitlement, and help towards Diploma exams, making this a sought-after opportunity!
Ideally, you will have experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, and knowledge of Intelliflo would be ideal for this opportunity. The role is full-time, 4 days in the office, with 1 day a week of home working!
Click and apply ASAP, as a shortlist of candidates is being drawn up for the new year!
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