Financial Planning Administrator

Prestige Recruitment Group; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm in Liverpool is seeking a Financial Services Administrator to support its experienced team. The role involves managing client portfolios, processing applications, and collating information, with full study support for Financial Planning qualifications provided. Ideal candidates have prior administration experience in an IFA practice or relevant degrees.

Benefits

Full study support for Financial Planning qualifications

Qualifications

• Experience in administration within an IFA practice preferred.
• Working towards Level 4 Diploma in Financial Planning is ideal.
• Consideration for graduates with relevant degrees.

Responsibilities

• Support the Director, Financial Planner, Paraplanner, and IFA Administrator.
• Manage client financial planning portfolios.
• Process new business applications and cashflow forecasting.

Skills

Administration

Client Management

Education

Relevant degree (e.g., Economics, Maths, Business)

Level 4 Diploma in Financial Planning

Job description

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.