IFA Administrator

  • Location

    Bristol

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18,000-£22,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    17 days ago

  • Expiry date:

    2021-05-06

  • Consultant:

    Thomas Williams

MB Fitzgerald are currently working with a National firm of Financial Advisers who are looking to recruit an additional IFA Administrator to join their growing Bristol team.

The role will be supporting the firms Financial Advisers and acting as a point of contact for the firms clients. You'll be dealing with a wide variety of administration within a busy Advice firm, you should have previous experience within a Financial Services business. The client will consider individuals from Wealth Management/Financial Planning, Pensions, Investments and those from a product or provider background.

You will be provided with full on the job training, support for market exams and there will be opportunities to progress. Ideally you will hold CF or RO exams.