Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Join us at Tradewind Recruitment in Preston and embark on an exciting journey with our renowned Recruitment Consultant development programme - the Impact Academy.
Have you considered the dynamic world of recruitment but lacked guidance on where to begin?
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
We pride ourselves on providing clients with unparalleled service as we support them through the process of selling or buying a business and help them achieve their goals.
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