IFA Administrator

  • Location

    Bridport

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £24000 - £30000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3306_1637595826

  • Published:

    9 days ago

  • Expiry date:

    2021-12-22

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald Recruitment are currently working with a well-established Financial Planning business in the Bridport area who are looking to recruit an experienced IFA Administrator to join their team.

This company specialise in providing independent financial advice to private clients and your role will be to work closely with the advisers, ensuring that clients get a first class service. We are looking for an experienced candidate from an IFA background who can hit the ground running.

Duties will include:

  • Processing new business
  • Updating and maintaining Intelligent Office administration system
  • Client contact and liaison with insurance companies
  • Fund switching within range of financial products
  • Wrap Platform processing & administration
  • Assisting with portfolio & fund reviews

Skills and experience required:

  • Must have demonstrable experience in an administrator's role within a financial planning business
  • Qualification would be ideal, it is not a necessity
  • Professional and organised approach to work
  • Excellent communication skills both written and verbal
  • You will have good IT skills