Main Purpose of Role: As a Finance Systems Administrator, you will be entrusted with decision-making, advising stakeholders, evaluating processes, and troubleshooting to ensure seamless operations and drive continuous improvement.
As they continue to grow, they are looking for a passionate investment professional to join the team.
Job Description
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client's values and goals.
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
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.
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm?
Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is seeking a talented Financial Administrator to join their team in Liverpool.
With a client base that includes over 200 retirees, City professionals, families, and professional athletes, this firm manages a wide range of assets, from £100k to several million.
You will be an active, contributing member of the lettings team, ensuring enquiries are followed up using all routes for contacting and converting to a booking in line with the lettings process.