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