IFA Administrator

  • Location

    Trowbridge

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £23000 - £27000 per annum + Good Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2997_1658739916

  • Published:

    26 days ago

  • Expiry date:

    2022-08-24

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A highly successful and fully independent Financial Planning practice in Trowbridge are currently seeking to recruit an experienced IFA Administrator to join their team. The organisation is well established and have an exceptional reputation in the area, they provide holistic advice to HNW & UHNW clients across the UK.

They are now looking to recruit an additional Administrator to join their support function, this role will focus on supporting the companies Paraplanners, Financial Advisers & clients. It will be a busy and varied position where you will be involved in a range of duties from speaking with clients & third parties to processing new business.

To be considered you will have worked within a Financial Planning / Wealth Management organisation previously ideally for a few years.

They are offering a basic salary to £27,000 with a good bonus structure and company benefits. You will be supported for all market exams, be given full on the job training & support, there will also be opportunities to progress.