Financial Planning Administrator

  • Location

    Bridgend, Wales

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2842_1616496624

  • Published:

    3 months ago

  • Expiry date:

    2021-04-22

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

We are working with a successful firm of boutique Financial Advisers who are looking to increase their headcount by recruiting an additional IFA Administrator. The business is well established and are growing, they are looking for an administrator who can take on some of the busy workload.

Working within the existing support team, your role will be to provide support to the firms Financial Advisers, you will also have regular contact with clients. The client is looking for an individual with previous Financial Planning/IFA experience, you should have experience using industry systems and a good understanding of the market.

In return, my client can offer a basic salary to £25,000 + bonus and benefits. You will be provided ongoing training & support from the Office Manager/Director, help with any market exams and there will be opportunities to progress as the company grows.