Compliance & IFA Support Administrator - Merseyside job in Merseyside

Apply for Compliance & IFA Support Administrator - Merseyside job in Merseyside, Merseyside, United Kingdom. Accounting/Financial/Insurance jobs in Merseyside.

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Job Title: Compliance & IFA Support Administrator - Merseyside
Job Type: Permanent
Location: Merseyside
Salary: £18000 - £25000/annum
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits:

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Job Description:
CV-Library jobs

Compliance & IFA Administrator – Salary: £20,000 - £25,000 – Merseyside

Well established Wealth Management Firm who are based in North Liverpool are looking to recruit within the Compliance & IFA Support team.

This role will work alongside 2 of the Director on all Compliance and their IFA Administration.

You will work with an established team of 5 staff within the IFA Practice.

Your role will involve:

• Compliance Administration on Annual Client Reviews & Suitability Reports
• To oversee Directors IFA administration
• Liaising with product providers, clients and clients’ representatives as and when required
• Assisting Directors in the creation of client financial reports and letters

This company will also offer flexibility on working hours so you don’t have to start and finish at the standard working hours.

This is a great opportunity to work within a well regarded firm and work with an established team.

For more info on this opportunity please contact Philip Gordon at Prestige Recruitment within our Financial Services Division on (phone number removed) / (phone number removed). Also contactable via email .

I am also on LinkedIn.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website  or follow us on twitter @PrestigeRGroup

apply now

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