Ifa Administrator

3 weeks ago

Liverpool, Liverpool, United Kingdom Mitchell Hall Consulting Full time

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'll 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/qualifications ( 22, ,000 P.A) with further benefits/holiday entitlement, with this sought after opportunity

Ideally you'll have 2 years experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, knowledge of IFA administration would be crucial, within this opportunity.

Click and apply ASAP, as a short list is being drawn up for interview

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