IFA Administrator

  • Location

    Newbury

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3569_1653993214

  • Published:

    about 1 month ago

  • Expiry date:

    2022-06-30

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

An established & respected Financial Advisory practice based in Newbury are seeking to recruit an IFA Administrator. This is a boutique business with a friendly & professional team, they provide holistic advice to private clients across the UK and have a fantastic reputation in the local area.

This will be a hands-on role and will be suitable for an individual with previous Financial Planning/Wealth Management experience. You will be required to undertake administration for the companies Financial Planners & Directors whilst also acting as a point of contact for clients when they come into the office and over the phone.

To be considered:

  • (Ideally) have experience using IO/Intelligent Office
  • Have a good understanding of Microsoft Packages
  • Experience working as an Administrator within a Financial Planning/Wealth Management environment

This is a great opportunity to join a growing Financial Planners where you will be a key part of the team. The client is offering a competitive basic salary to £30,000 + bonus and company benefits, full training, support for market exams and progression opportunities into management or technical roles.