Recruiting now
| Posted: | 31/12/24 | |
| Recruiter: | Mitchell Hall Consulting | |
| Reference: | 2872594608 | |
| Type: | Permanent | |
| Salary: | Competitive | |
| Location: | City, Liverpool | |
| Description: | 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! | |