Financial Planning Administrator

  • Location

    Cheadle, Cheshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

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

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1817_1569504516

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-26

  • Consultant:

    #

Our client is a successful firm of IFAs offering professional, informed and independent financial services. They are currently looking to add an experienced Financial Planning Administrator to their team in order to support the IFA's and Paraplanners.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork. You should have a strong knowledge of financial services and ideally you will be studying towards your Diploma, although this is not essential. You must also have an excellent administrative ability proven in an existing IFA support environment.

On offer is a generous basic salary and benefits package as well as the opportunity to progress within a leading IFA practice. The company will offer support for professional development and towards studies for the Diploma Financial Planning.