ACUMEN FINANCIAL PARTNERSHIP  Salary

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UNIT 4A SWORDFISH BUSINESS PARK SWORDFISH CLOSE BURSCOUGH L40 8JW ENGLAND
TIN: 05706682
 Finance and Insurance
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ACUMEN FINANCIAL PARTNERSHIP
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Earnings on positions in ACUMEN FINANCIAL PARTNERSHIP

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ACUMEN FINANCIAL PARTNERSHIP is looking for employees for positions:

ifa administrator

  • ifa administrator

Working hours

  • full-time

Language

  • english

Requirements

  • acumen has a fantastic opportunity to join our thriving team of Independent Financial Advisers and Pension specialists, based in Burscough
  • we’re looking for an experienced Financial Planning Administrator to work alongside our Financial Advisers
  • you must have recent relevant experience of working within an Independent Financial Advisers or Financial Advisory/Wealth Management
  • experience of submitting business for pensions and investments
  • experience working in a financial services administration role
  • up to date with compliance matters and current FCA legislation
  • financial administration: 1 year
  • financial Advisory Support Occupations: 1 year

Responsibility

  • arranging meetings with clients for the advisers