Financial Planning Administrator

  • Location

    Altrincham

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £27000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2651_1625745739

  • Published:

    24 days ago

  • Expiry date:

    2021-08-07

  • Consultant:

    David Everingham

Financial Planning Administrator - Altrincham - Chartered Financial Planners - Salary negotiable plus company benefits - Experience Essential

MB Fitzgerald Recruitment are currently working with one of the most respected Chartered Financial Planning businesses in the North-West. A genuine market leader, they specialise in providing holistic financial advice to HNW individuals.

This company are looking for an experienced FPA to join their team in Altrincham. At the moment the whole company are working from home and as this is an immediate requirement, candidates Must have a minimum of 2 years experience in an IFA Administrator role, and experience using Intelligent Office. Some onboarding training will be provided but candidates must be ready to hit the ground running.

You will be working within a team of around 20 Administrators who work together to support their Chartered Financial Planners and Paraplanners. Your role would include: Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.

A competitive salary and benefits package as well as training and exam support will be provided to the successful candidate. This is an excellent opportunity to join a thriving business and supportive team.