Wealth Management Administrator

Recruiter
NJR Recruitment
Location
Liverpool, UK
Salary
Competitive
Posted
31 May 2019
Closes
18 Jun 2019
Ref
1157170039
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our Client, a Financial Planning Practice based in Formby are currently looking to recruit an Administrator to join their expanding Practice. Working alongside a team of Advisers, plus Paraplanner's and Administrators the successful candidate will join a friendly and very professional team of Technical staff.
Our client is looking for an ambitious and technically minded candidate to carry out a full administrative support function. Daily you will be responsible for all new business processing, ensuring that partners are fully prepared for meetings with clients, assisting the Paraplanners in relation to investments and protection matters, submitting investment, pension and protection applications, liaising closely with other companies to generate new leads for the advisers, etc.
The ideal candidate will come from an IFA background, however those with strong administrative skills who are keen to develop a career within the expanding financial services industry will also be considered. Our client offers fantastic development to progress and second to none in-house training. They support training and exams and prides themselves on developing staff and assisting with furthering their careers.
NJR 9099
This job was originally posted as www.totaljobs.com/job/86543219

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