IFA Administrator Join a growing, Independent Financial Planning Firm!
Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of delivering peace of mind to clients through honest and simple financial advice.
Are you passionate about supporting financial professionals while making a real difference in people's lives?
A top-tier Wealth Manager is sought to deliver a personal and transparent approach to financial advice.
This role offers the chance to work with a collaborative and trusted team, renowned for putting clients first and providing clear, bespoke financial solutions.
Posted by SWARM RECRUITMENT LTD • £30K/yr to £45K/yr
Job Description
Job Title: Paraplanner.
About our clients and the role
Swarm Recruitment is partnering with a thriving and innovative financial advisory firm known for providing personalised financial solutions across investments, pensions, mortgages, and protection.
This rapidly expanding company values its team, offering a collaborative and supportive environment where professional development is a priority.
IT skills and operational skills in the use of Liquid Logic.
The successful applicant will have responsibility for providing business support for the team including: supporting the team with Sefton Liquid Logic database, typing, telephone duties, note taking in a variety of operational meetings, co-ordinating the gathering of information from other agencies to support the manager and any other admin duties within the team.
Excellent communication and interpersonal skills are essential.