Job Details

Our client, a high profile chartered accountancy firm in the North West, is currently seeking an experienced Administrator to join their support team at their Head Office in Preston.

The role itself will focus on providing administrative support within the Financial Planning Team and responsibilities will include producing client valuations, obtaining illustrations, liaising with clients and product providers and database management.

To be considered applicants will have previous experience within IFA administration. Candidates will be ambitious, professional, IT literate and dedicated befitting the values the firm has at its core. Experience of using 1st Software would be advantageous.

Salary will depend on a range of factors but is likely to fall into the £17,000 - £20,000 bracket reflecting the experience and skills required for the position.

It is expected that candidates will hold the Certificate in Financial Planning, although those individuals who are close to securing this designation will also be considered.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.