MB Fitzgerald are working with a small but well established and growing Financial Planning practice based in the centre of Exeter. The company are fully independent and have a fantastic reputation across the West country.
They are now seeking to recruit an additional IFA Administrator to join their friendly team. The role will focus on supporting the companies Financial Planners and Paraplanners, some of the duties include:
- Produce illustrations & process applications
- Ensure client files and records are up to date & correct
- Liaise with Financial Advisers and third parties
- Inputting data onto the internal system
Ideally you will have experience working within a Financial Planning practice and will have a good understanding of the market, although individuals from wider financial services such as pensions, investments & platforms will also be considered.
The client is offering a good basic salary plus bonus and company benefits. They also offer staff parking in the centre of Exeter!