IFA Administrator

  • Location

    Cardiff, Wales

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2843_1620630699

  • Published:

    about 2 months ago

  • Expiry date:

    2021-06-09

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients.

They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service to their clients.

Candidates must be experienced Administrators from a financial services background. Individuals who have studied towards professional qualifications will be preferred but this is not essential

You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.

On offer is an excellent opportunity to join a busy firm of Chartered Financial Planners who are as busy as ever. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.