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_1632738617

  • Published:

    22 days ago

  • Expiry date:

    2021-10-27

  • 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.

Requirements

  • This company are looking for an experienced FPA to join their team in Altrincham.
  • 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.

The role:

  • 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.

On Offer:

  • 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.
  • The company offer some flexibility to work from home a couple of days per week