MB Fitzgerald are working with a very successful Financial Planning & Investment Management practice to recruit an additional Administrator. The business is fully independent and work at the top end of the market providing advice to HNW private clients, businesses and professionals.
They are now seeking to recruit an additional member of staff who can provide administrative support to the overall practice, working closely with Senior Administrators, Paraplanners and Financial Advisers.
Duties involved in this role will include but are not limited to -
- Obtaining policy information
- Speaking with clients, third parties including platforms, pensions providers etc
- Maintaining accurate information on the companies back-office system
- Assist with onboarding new clients
- General administration
The client is looking to recruit an individual with previous Financial Services experience. You will have worked within a banking, platform, pensions or investments organisation and will be looking for the next step in your career. They will also consider a graduate who is keen to move into the Financial Services industry.
This is a great opportunity to join a well known organisation where you can have a log term career. The client will provide you with first class training & support, help with market exams and opportunities to progress your career.