IFA Administrator with Paraplanning Pathway & Study Support

Posted 10 hours 15 minutes ago by Eventus Recruitment Group

Permanent
Full Time
Other
Cheshire, Chester, United Kingdom, CH1 1
Job Description

Eventus Recruitment Group is seeking an IFA Administrator to join a Wirral-based financial planning firm. This permanent, full-time role focuses on supporting advisers through the full advice process, with average client assets around £500,000 and exposure to pensions, investments and tax planning.

You will collaborate with paraplanners, handle provider queries, maintain accurate records, and develop towards paraplanning with funded qualifications.