Job Details

IFA Administrator

Sector:Financial Services

Region :

Location: Liverpool

Salary: Salary c. £22K

Job Ref.: sg112154

Job Information

My client, an established firm of IFA’s are presently looking to expand their team by recruiting an experienced IFA Support administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications.

Working for a small/medium sized IFA.

Qualifications

Ideally will be progressing toward RDR level 4 qualifications, however not essential.

Experience

Has some experience in researching and writing suitability reports for clients.
Minimum 2 years’ experience working within an IFA.
Good knowledge of pensions/investments and protection

Personal Attributes

Hard working
Ability to work under pressure
Motivated
Conscientious
Personable

In return the client is offering a salary c. £22K, plus bonus and benefits.