Financial Services Administrator
Liverpool City Centre, Merseyside
Salary: £25,000 - £30,000
Would you like to work for a small Financial Planning firm who are based in Liverpool City Centre?
You will be working with a long standing team.
Financial Services Administrator role will involve:
* You will be supporting the Director, Financial Planner, Paraplanner and an experienced IFA Administrator.
* Be involved in collating client information.
* Working on various platforms and liaising with product providers.
* You will manage the client financial planning portfolios from start to finish.
* Processing new business applications.
* Be involved in cashflow forecasting.
In return you will receive full study support for the Financial Planning qualifications.
Experience:
* Ideally have experience handling administration within an IFA Practice.
* Ideally working towards the Level 4 Diploma in Financial Planning.
* Will consider graduates who have a relevant degree i.e Economics, Maths, Business and looking to build a career in Financial Services.
I'd really like to hear from you and discuss this opportunity.
Please click to apply. #J-18808-Ljbffr