Financial Planning Administrator

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

Job summary

A small Financial Planning firm in Liverpool City Centre is seeking a Financial Services Administrator. The role involves supporting financial professionals, managing client portfolios, and processing applications. Full study support for Financial Planning qualifications is offered.

Benefits

Full study support for Financial Planning qualifications

Qualifications

• Experience handling administration within an IFA Practice.
• Working towards the Level 4 Diploma in Financial Planning.

Responsibilities

• Supporting the Director, Financial Planner, and Paraplanner.
• Managing client financial planning portfolios.
• Processing new business applications.

Skills

Administration

Client Management

Education

Degree in Economics

Degree in Maths

Degree in Business

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.