Job Details
IFA Administrator
Sector:Financial Services
Region : North West England
Location: Liverpool
Salary: Salary c. 25K, plus bonus and benefits
Job Ref.: 144366
Job Information
My client, an established firm of IFA’s and Wealth Managers 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 to £25K, plus bonus and benefits.