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 (£25,000 upwards) with Pension benefits, holiday entitlement & help towards Diploma exams, makes this a sought after opportunity!

Ideally you'll have experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, & knowledge of intelliflo would be ideal for this opportunity. The role is a full time, 4 days in the office, with 1 day a week, home working!

Click and apply ASAP, as a short list of candidates, is being drawn up, for the new year