We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
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.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Chorley office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
The business is experiencing significant growth and require an Administrator to provide support to a team of Paraplanners
Square Peg Associates are currently recruiting for an Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall.
Benefits: free parking, bonus incentives & yearly bonuses, modern offices, team bonding events, buzzy team, progression opportunities including scope to be put through RO exams.
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.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.