Financial Planning Administrator

  • Location

    Bolton, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £18000 - £25000 per annum + Bonus and Benefits, Negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


Financial Planning Administrator - Leading Bolton Based IFA Practice - Salary Negotiable

MB Fitzgerald Recruitment are currently working with a well established firm of Independent Financial Advisers based in Bolton to recruit an experienced Financial Planning Administrator.

You will be responsible for new business processing, valuations, quotations, servicing of existing business, database management and platform work, whilst liaising externally with clients and providers and internally with advisers.

Candidates must have previous financial services administration experience and should ideally have a minimum of 2 years' experience of working within an IFA practice (or similar). You should have a good knowledge in all areas of pensions, investments, mortgages, healthcare etc. You should also have excellent communication skills, both verbal and written, as the role will often involve client contact.

Salary is negotiable depending on experience and qualifications. A company benefits package including Pension, study support, holiday allowance etc will also be provided. This is a full time position.