Financial Planning Administrator

  • Location

    Cheltenham

  • Sector:

    Financial Planning, Financial Services

  • Job type:

    Permanent

  • Salary:

    £22,000-£26,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    4 months ago

  • Expiry date:

    2021-03-17

  • Consultant:

    ConsultantDrop

MB Fitzgerald recruitment are currently working with a boutique firm of financial planners in Cheltenham who have a vacancy for an IFA Administrator. The role is to support the company's Paraplanners and Financial Planners, allowing them to focus on servicing the clients.

You will be responsible for; new business processing, letters of Authority, obtaining quotes and policy information, liaising with clients and providers, other general administrative duties.

Candidates must have previous experience in an administrator role working within a firm of Financial planners.

This is the ideal opportunity for an experienced Financial Planning Administrator seeking a local opportunity at a company who pride themselves in the development and training of their staff. You'll be offered a competitive basic salary, generous holiday allowance, company benefits including pension contribution and full support towards study for professional qualifications.