Job Location : Rosehill Industrial Estate, UK
IFA Admin, Carlisle/Penrith
Hybrid
Up to £28k
This role is for you if you have at least one years’ experience as a Financial Administrator. You will be joining a strong team where there will be support, exposure to an abundance of knowledge, great benefits, and should you desire to advance as a paraplanner, there will be opportunities to progress.
The Business
The business is a well-established IFA based in the heart of Cumbria. They are a business that values their employee’s growth, needs, and understands the need for a good work/life balance. You have the option to work in either their Carlise or Penrith office.
The Role
As part of the administration team, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.
Benefits
Applying
If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.
Salary : 23000 - 28000
Apply Now!