MB Fitzgerald are working with a Chartered Financial Planners to recruit an IFA Administrator to work out of their growing Exeter offices. Our client are an established firm of Chartered Financial Planners that have multiple offices in the South West, they are a well known business that have a great reputation.
They are currently in the market to recruit an IFA Administrator to join their Exeter office working with a friendly and professional team. The role will be to provide support to the firms Paraplanners and Financial Planners and to act a point of contact for new and existing clients.
The client is seeking an administrator that is working within a Financial Planning environment or similar, they will consider individual who are working in wider Financial Services.