Apply Now
Back To Financial Services Jobs

Adviser Support

Success!

Thank you for your application for Adviser Support. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role
Location

Liverpool

Salary £22000 - £29000
TypePermanent
WorkplaceOn-Site
Ref85497

Recruiter Managing This Role

IFA Administrator
West Chester
£22-29K
Office Based

Are you looking for an opportunity to work in a supportive and professional environment?

Simply looking for a move to a more reputable and established firm?

This role could be for you!

We are working with a Cheshire based Wealth firm who are looking to grow their Admin team within their Chester head office.

Ideally this individual will have a background in IFA, however there can be some movement on experience so long as there is relevant financial services skills / understanding to transfer over.

IFA Administrator role:

  • Support Paraplanners and Advisers with admin needs
  • Point of contact for clients
  • Update systems and manage clients files
  • Speak to clients when required and update Paraplanners / Advisers with findings
  • Some New business and report writing

IFA Administrator Requirements:

  • Strong admin background and ideally wealth experience
  • Ability to multitask and prioritise workflow
  • Confident in both admin and telephone tasks
  • Ability to commute daily to the office

If you are interested in the opportunity, and have the necessary skills, please contact Sam at Heat’s Manchester office.

Back To Adviser Support Job Description

Application For Adviser Support