IFA Administrator

☞ Prestige Recruitment Group

看过: 103

更新日: 11-06-2024

位置: Southport North West

类别: 行政/文书/助理

行业:

工作类型: Permanent

薪水: £28,000 - £32,000 a year

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工作内容

IFA Administrator

Merseyside based Financial Planning firm which is near to Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business.

Salary: £28,000 - £32,000.

This Financial Services firm is known for a low staff turnover and encourages career development within the company.

This role will involve the following:

  • Work alongside Financial Planners and preparing client portfolios.
  • Support the Paraplanners with Financial Planning administration.
  • Coordinate client meetings and input data.
  • Process new business paperwork to timescales.

Experience needed:

  • Currently working or previously worked within Financial Planning or an IFA Practice.
  • Technical knowledge of Financial Planning administration support.
  • Ideally obtained the Diploma in Financial Planning or working towards the qualification.

I can talk more about this Merseyside based Financial Planning firm in more detail.

Please click to apply:

Job Type: Permanent

Salary: £28,000.00-£32,000.00 per year

Benefits:

  • Free parking
  • On-site parking

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Southport: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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最后期限: 26-07-2024

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