IFA Administrator

  • Location

    Cheltenham

  • Sector:

  • Salary:

    £21,000 - £25,000 + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    27 days ago

  • Expiry date:

    2021-09-25

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a very successful, national Financial Planning organisation to recruit an additional IFA Administrator.

The business works at the top end of the industry, providing fully independent advice to clients across the UK. Due to a number of acquisitions, continued increased business and their strong name in the market they have grown considerably over the past few years. They are now looking to recruit an additional IFA Administrator to join their Cheltenham office to help with the busy workload.

Duties included in the role will include:

  • Working on a 1-2-1 basis with a Financial Adviser, providing full administrative support

  • Engaging with clients to answer any questions/queries and building long term relationships

  • Processing all new business

  • Liaise with all third parties and internal teams to ensure the client receives the highest level of service

The client is looking for an IFA Administrator or similar, to be considered you have will ideally work in Financial Planning/Wealth Management - the client will also consider strong individuals from a platform, pensions, investments, provider background.

On offer is an excellent basic salary to £25,000 + bonus and company benefits including: 25 days holiday plus bank holidays, death in service, pensions, PMI, income protection and much more.