Leave us your email address and we'll send you all the new jobs according to your preferences.

Financial Planning Admin Specialist

Posted 14 hours 34 minutes ago by Square Peg Associates

Permanent
Full Time
Other
Lancashire, Bury, United Kingdom, BL8 1
Job Description
A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance.
Email this Job