Role: Wealth Management Administrator Location: Liverpool Salary: £30,000 - £45,000 (Higher DOE) Reference Number: 10359 About the Role Recr…
Wealth Management Administrator
Skills & Technologies
Job Description
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers fo…
Company & Role Analysis
JobSeeker+Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
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