Financial Planning Administrator

  • Location

    Macclesfield, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2869_1618219645

  • Published:

    2 months ago

  • Expiry date:

    2021-05-12

  • Consultant:

    ConsultantDrop

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