IFA Administrator

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £27000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3171_1632052220

  • Published:

    30 days ago

  • Expiry date:

    2021-10-19

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a well-established, Chartered and highly successful Financial Planning practice to recruit an additional IFA Administrator. They have experienced considerable growth and are only expecting to grow further.

They are now seeking to recruit an IFA Administrator to join their support function, the role will be providing general support to the overall Financial Planning division and will get involved in all aspects of the advice process. In this role you will be expected to complete and process paperwork, speak with providers and other third parties, update/maintain the internal systems, speak with clients about their accounts and much more.

The ideal candidate will have worked within a Financial Planning/Wealth Management practice and will ideally hold relevant market exams - although not essential. The client is offering a competitive basic salary plus bonus and company benefits. You will be provided support for all market exams and there will be excellent scope to progress within the company.