Ifa Administrator

1 month ago


Preston, United Kingdom Heat Recruitment Full time

Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3
**Location -** Preston, UK
**Salary -** £23,000-£25,000
**Duration -** Permanent, full time
A national wealth management firm are looking to an experienced Wealth / Tax Administrator to their expanding sales support team. You will be joining a team of 10 in the Preston office which has an amazing culture and environment for the successful individualto thrive in.
The company have several offices across the UK and are expanding in a challenging economic market, so there are certainly exciting times ahead for the business.
The role itself will involve providing administration support on both the wealth and tax side, so someone with the RO3 tax exam or accountancy qualifications would have an edge.

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3


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