Specialist Recruiters in Property & Finance
Integrating the best people
IFA Administrator
560431
- Competitive
- Merseyside, UK
- Permanent / Full Time
IFA Administrator
£28-32K depending on experience
Liverpool
Office based
Tired of working for a large corporate & feeling unappreciated?
Wanting to work more closely with loyal ongoing clients, becoming an integral part of the process?
This opportunity could be a fresh start…
A Liverpool based Wealth Management firm are keen to bring on an experienced IFA Admin, to not only support with the workload, but also be an integral part of the team of 5.
This role will require someone to slot into an already busy desk, and take on work from day one. There will still be support ongoing, to ensure your development continues and opportunities both within the Admin team and upwards over time.
You will be expected to do the following tasks, amongst others:
This is an opportunity to join an established business and already established Admin team, so as well as bringing in experience and adding value, there is also support around you to develop further.
If you are interested in discussing further, get in touch with Sam at Integro Partners
£28-32K depending on experience
Liverpool
Office based
Tired of working for a large corporate & feeling unappreciated?
Wanting to work more closely with loyal ongoing clients, becoming an integral part of the process?
This opportunity could be a fresh start…
A Liverpool based Wealth Management firm are keen to bring on an experienced IFA Admin, to not only support with the workload, but also be an integral part of the team of 5.
This role will require someone to slot into an already busy desk, and take on work from day one. There will still be support ongoing, to ensure your development continues and opportunities both within the Admin team and upwards over time.
You will be expected to do the following tasks, amongst others:
- - Telephone and admin work
- - Report writing and preparing documentation
- - Chasing clients and 3rd parties
- - Being a point of contact and taking inbound calls / communication
- - Work with the Paraplanning and Financial Advisers to ensure a smooth process
This is an opportunity to join an established business and already established Admin team, so as well as bringing in experience and adding value, there is also support around you to develop further.
If you are interested in discussing further, get in touch with Sam at Integro Partners
