IFA Administrator

  • Location

    Bromsgrove, Worcestershire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2458_1615823242

  • Published:

    about 1 month ago

  • Expiry date:

    2021-04-14

  • Consultant:

    #

IFA Administrator - Bromsgrove - Competitive salary - Hiring now, working from home until lockdown restrictions are lifted and flexible working available thereafter

MB Fitzgerald recruitment are currently working with a top 100, multi-office firm of IFA's who specialise in providing holistic Financial Planning Advice to HNW individuals. Due to continued expansion of the Bromsgrove office, we are looking to recruit an experienced IFA Administrator to join their team. The company are working to full capacity and advisers are remaining very busy.

Due to the nature of the business, it is essential that candidates should be experienced Administrators with a minimum of 1 years' experience in a similar administrative role in an IFA environment. You should have a knowledge of financial services products including life, pensions and investments.

The role will be be working within an experienced team and you will work very closely with the Senior Financial Planners. We are looking for a candidate who is confident with IT and computers, has an excellent telephone manner and is confident with clients. Ideally you will have experience using the Intelligent Office system.

Candidates will enjoy a competitive basic salary and benefits package and will have plenty of opportunities to progress within the company in the future.