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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 Liverpooloffice.
You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queriesand otheraspects 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 soughtafter opportunity!
Ideally you'll have experience withinadministration in an IFA/Wealthoffice, 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,homeworking!
Click and apply ASAP,as a short list of candidates, is being drawn up, for the new year!
