UA-185291695-1 Graduate Financial Planning Administrator, Jobs, 379

Graduate Financial Planning Administrator

IFA Administrator - Liverpool, North West England

Ref: 379Monday 10 January 2022

£18,000 - £22,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.


  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and other 3rd parties, to obtain any information that may be needed


In order to be considered for this unique opportunity, candidates need to have -

  • A recent gradudate, preferably a degree relevent to financial planning
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired