Financial Planning Administrator

  • Location

    Swanley, Kent

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2561_1598356866

  • Published:

    2 months ago

  • Expiry date:

    2020-09-24

  • Consultant:

    #

MB Fitzgerald is currently working with a firm of reputable Independent Financial Advisers who are looking to augment their back office team, by securing an experienced Financial Services Administrator to work from their Swanley based offices.

You will be working in a professional office environment and provided with a competitive package and full support to study for further industry exams. You'll be dealing with a wide variety of administration within a busy IFA firm, supporting the team of Advisers/Directors, with such areas as new business processing and quotations.

You must have experience as an administrator within an IFA firm. Ideally you will be part qualified or studying for the RO/JO/CF exams and be someone who can work well as part of a team to achieve various tasks on a daily basis.