Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
We are seeking experienced Mortgage & Protection Advisers to provide exceptional levels of advice and customer service to work with our award winning, market leading business partners in the LIVERPOOL and surrounding area!
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Experience in the role and a passion for providing exceptional customer service is a must.