Financial Services Administrator / IFA

  • Location

    Cheltenham

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20,000-£24,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    2 months ago

  • Expiry date:

    2020-11-10

  • Consultant:

    Thomas Williams

A fantastic opportunity for a Financial Services Administrator to join a well-respected firm of Independent Financial Advisers based in Cheltenham.

Responsibilities will include; input and management of data on client database, business submission, client documentation and data entry, client servicing and preparing for client reviews etc.

Ideally, you'll have at least 1 years experience as an Administrator within a Financial Services business, although candidates who are looking to get into the industry will also be considered. The client will also consider a graduate that is looking to get into the Financial Services industry.

This is a friendly, supportive environment with a growing company, you will be provided with full ongoing support, training and guidance.