Financial Planning Administrator - National Wealth & Investment Management Organisation
MB Fitzgerald are working with a National Wealth & Investment Management organisation who are looking to continue their growth in the area by adding an additional Financial Planning Administrator to their busy support team in Fareham.
The role will be working alongside the financial planners and Paraplanners, providing support to ensure that their clients receive a first class service. You will be responsible for new business processing, letters of authority, liaising with providers, typing, client queries etc.
Candidates should be experienced IFA Administrators with a good knowledge of financial services products including pensions and investments. Those who have studied towards the Diploma Financial Planning would be preferred although this is not essential.
This is a fantastic opportunity to join a genuine market leader. The company will offer full support towards studies for professional qualifications and opportunities to progress within the business.