My client is a Chartered Financial Planning firm based in Cheshire who specialise in providing bespoke, independent financial advice to private clients, solicitors, accountants and companies on all aspects of financial planning.
This is a fantastic opportunity for an IFA administrator looking to join a well established firm where they can develop their skills and support the Paraplanners and Financial Planners of the firm My client will offer exam support as well for those looking to gain professional qualifications.
What’s needed for me to be considered?
Excellent organisation and communication skills
Previous experience within an IFA firm.
Ideally knowledge of using various investment platforms,
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.
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