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Financial Planning Administrator

Job LocationLiverpool
EducationNot Mentioned
Salary£24,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The number one reason people move jobs is that they have stopped learning where they are. Its not that they want more money. Or they want to escape a bad boss. Its that human need to keep developing.But you havent been developing much recently have you You work for a big business that no doubt looks after you. But big firms divide duties in a way that small firms cant. Which means once you can do your job as well as you can, where do you go from thereThis is a small firm but its making a big splash in the wealth management sector. Youll be joining as an administrator but youll be working with two partners. They provide an incredibly personalised service to their wealthy clientele. And youll be an integral part of that service. You’ll continue to process new business, provide quotes and deal with clients. But you’ll also learn. Youll get involved in new areas. Your technical skills will develop.Youll be an administrator for a financial planning firm that deals with wealthy clients. Youll have experience of IRESS, Excel and investment platforms. And youll be advancing with professional exams.In return youll get an attractive salary in a growing business. A business where you are vital to their success every day.Send us a CV or a way of contacting you. We will be in touch. Required skills

  • Wealth Management
  • Keyskills :
    Wealth Management

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