Ifa Administrator Job in WA12, Newton, St. Helens

Ifa Administrator Job in WA12, Newton, St. Helens. Apply for the latest WA12, Newton, St. Helens jobs in Accounting/Financial/Insurance.

Ifa Administrator Job in WA12, Newton, St. Helens

Job Description
The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.

Key Responsibilities

* Making appointments and diary management for advisors

* Meeting preparation for client meetings (including use of FE Analytics, and basic calculations to quantify investment growth)

* Simple tax calculations (income tax calculations, chargeable event calculations)

* Preparation of cases for paraplanning

What's on offer?

* auto-enrolment pension

* study/exam support

* discretionary bonus

* free onsite parking

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, IFA Admin, Wealth Administrator, Financial Services Administrator, Financial Administrator, Client Delivery, Financial Planning Administrator

Job Type: Permanent, Full Time
Location: WA12, Newton, St. Helens
Category: Accounting/Financial/Insurance
City: Newton, St. Helens
County: Merseyside
Country: United Kingdom
Salary: £18000 – £22000/annum
Benefits: