This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry.
Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.
As a IFA Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients.
General
Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Liverpool offices.
Are you an experienced IFA Administrator looking to take the next step in your career?
Posted by Hays Specialist Recruitment Limited • £25K/yr to £26K/yr
Your new firm
We are partnering with a reputable name in Tax and Accounting and business advisory services in Liverpool to recruit a Tax Assistant for their Private Client team.
This firm is successful and growing with a great reputation locally and nationally.
NJR are working in partnership with a firm of Financial Planners who have a strong reputation in the market for being able to offer impartial honest advice to their rapidly growing client list.
Working from beautiful offices in St Helens, our clients are offering a really exciting opportunity is now available for a talented Administrator to join their expanding Client Support Team.
They also now boast their own mortgage division as well as the corporate financial planning department, which offers clients and companies alike unbiased Independent Financial Advice.
Having been established for less than 5 years, this formidable business is already the largest independent Credit Insurance Broker in the UK.
Headed by an incredibly talented and experienced management team, with an unwavering commitment to focus on client service, this company is leaving less-focused competitors standing by the wayside!
The Managing Director cites, "our USPs are our people and our clients, and this is something that we will never lose sight of as we continue with our mission to be the top Credit Insurance Broker in the market."
A salary between £30,000 - £32,000 depending on experience.
The Role
Due to continued growth, we are looking for an experienced Account Handler to become a vital part of our Liverpool team who are dedicated to providing professional advice and exceptional service to all clients.
General
Extensive training on our specific systems and processes will be given, but the ideal candidate will have 3-5 years of experience in an Account Handler role.