MB Fitzgerald are working with a well-known, award winning Financial Planning practice to recruit an experienced IFA Administrator. The client has been awarded Chartered status and work at the top end of the market; they are a growing organisation that have a number of offices across the South West of England.
As part of the Financial Planning team, you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Paraplanners and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.
The client is looking to recruit an experienced individual with a few years market experience, ideally you will hold market exams although this isn't essential.
In return, the client is offering a very competitive basic salary plus bonus and generous company benefits. They support staff for market exams and there will be plenty of opportunities to progress.