Ifa Administrator

  • Job Reference: 1311709421-2
  • Date Posted: 2 May 2024
  • Recruiter: Mitchell Hall Consulting
  • Location: City, Liverpool
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent

Job 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/qualifications ( 22,000 - 25,000 P.A) with further benefits/holiday entitlement, with this sought after opportunity!

Ideally you'll have 2 years experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, knowledge of IFA administration would be crucial, within this opportunity.

Click and apply ASAP, as a short list is being drawn up for interview!