IFA Administrator

Posted 4 days ago by Prestige Recruitment Group
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IFA Administrator – Preston, Lancashire

I have an exciting opportunity for an IFA administrator to join Wealth Management firm based in Preston, Lancashire.

This role offers a very competitive salary.

This is a great opportunity to work for an award winning organisation and build a strong career.

The Company

  • A respected and well-established firm with a knowledgeable and growing team
  • On-going training and support

The Role

  • You will be a central contact to the Financial Advisors
  • Liaising with product providers, clients and clients’ representatives as and when required
  • Assisting advisers in support administration and diary management
  • Working on Illustrations and quotations within the team
  • Preparing documents for Financial Advisors meetings

You

  • Previous experience within Wealth Management  
  • Attention to detail
  • Strong communication skills and ability to build report
  • Have a basic understanding of Financial Planning

For more information on this Preston, Lancashire based IFA Administrator job opportunity please call Philip Gordon on , or send an email to .

I am also contactable via my LinkedIn.

Feel free to contact Philip Gordon at Prestige Recruitment within our Financial Services Division on / .

Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website  www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

Reference: 39508774

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