SALARY: £25K – £26K (MAY REVIEW DEPENDING ON EXPERIENCE)

We are working with a Large company based in Barrow – In – Furness, and they’re looking to take on another IFA Administrator to support their top financial advisor in the business. If you have some Financial Admin experience then please apply!

EXPERIENCE REQUIRED FOR A FINANCIAL SERVICES ADMINISTRATOR TO COME ON BOARD;

• You must have some Financial Admin experience

• Provide an effective and efficient support service to the department and dedicated financial planners.
• Serving as the client’s point of contact and overseeing workflows to ensure the services are supplied promptly
• Preparing client valuations and review packs
• Using back office technology to guarantee complete and accurate client records
• Report writing and research for Financial Advisor