IFA Administrator
St Helens, Merseyside
Salary: £24,000 - £28,000
A Financial Services Firm based near St Helens, Merseyside is offering a rewarding salary of £24,000 - £28,000.
You will be working with an established Financial Services team supporting Financial Advisors, Paraplanners, and a management team.
This Financial Planning job opportunity will involve:
1. Assisting the Financial Planners & Paraplanners
2. Analysing client’s Financial Services requirements
3. Processing pensions and investment administration
4. Preparing client meetings for the Paraplanners & Financial Planners
5. Working closely with Financial Services product providers on changes to client’s policies
This financial services firm offers great long-term career opportunities to move into Paraplanner & Financial Advisor positions.
Experience:
1. Must have experience of working within a Financial Planning/Wealth Management firm
2. We would be keen to hear from you if you are currently working for a Pension provider or Investment company
If you have the relevant experience, I would really like to hear from you.
Please click to apply.
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