Specialist Recruiters in Property & Finance

Integrating the best people

IFA Administrator

560429

  • £26,000.00 to £30,000.00
  • Lancashire, UK
  • Permanent / Full Time
IFA Administrator
£26-30K depending on experience
Preston
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 Preston 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 after unfortunately losing one of their Admins earlier in the year.
  
  
You will therefore be able to slot into an already busy desk, and take on work from day 1. There will still be support ongoing, to ensure your development is not stifled.
  
You will be supporting with the following:
  • Pensions
  • Investments & Savings
  • Protection
  
This is an opportunity to join an established business, who have a real focus on face-to-face meetings with their clients. This ensures that both the Admins and Paraplanners will be actively involved in the client process, earning recognition for their work, so  nobody feels like they are just working behind the scenes.
  
  
If you are interested in working within an already established back office team, within a long standing IFA firm, get in touch with Sam at Integro Partners if you want to discuss the opportunity further.
  
  
  
Sam Halliwell Head of Financial Services
It all starts with a conversation...

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