Financial Planning Administrator - Macclesfield - Salary negotiable up to around £26,000 plus company benefits and study support
MB Fitzgerald recruitment are currently working with a boutique firm of financial planners in Macclefield who have a vacancy for an experienced IFA Administrator. The role is to support the company's Paraplanners and Financial Planners, allowing them to focus on servicing the clients.
You will be responsible for; new business processing, letters of Authority, obtaining quotes and policy information, liaising with clients and providers, other general administrative duties.
Candidates must have previous experience in a similar administrator role working within a firm of Financial planners.
This is the ideal opportunity for an experienced Financial Planning Administrator seeking a local opportunity at a company who pride themselves in the development and training of their staff. You'll be offered a competitive basic salary, generous holiday allowance, company benefits including pension contribution and full support towards study for professional qualifications