Wealth Management Support Specialist

5 days ago


Warrington, Warrington, United Kingdom CV-Library Full time
About Our Firm

Our Macclesfield-based National Firm of Independent Financial Planners is seeking an experienced Administrator to join their Client Services Team as an IFA Advisor. The ideal candidate will have a strong understanding of Pensions & Investments products and excellent customer service skills.

This role offers a unique opportunity to work in a dynamic industry, providing Independent Wealth Management advice to both private clients and business owners. Key responsibilities include:
  • Delivering a first-class service to clients
  • Maintaining accurate records and databases
  • Assisting with client communication and correspondence
Benefits include a salary range of £25,000 - £28,000, 25 days annual leave, and access to cycle-to-work schemes.

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