IFA Administrator

  • Location

    Marlborough

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £19000 - £24000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2936_1659603196

  • Published:

    16 days ago

  • Expiry date:

    2022-09-03

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with a national Financial Planning organisation who are seeking to recruit an additional Administrator to join their growing team. The business are well established and respected, they have grown significantly over the past few years and as a result of this continued growth require another administrator to help with the busy workload.

You will be responsible for supporting the companies Paraplanners & Financial Advisers, duties include:

  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries,
  • Screening phone calls, enquiries and requests and handling them where appropriate
  • Processing New Business
  • Illustration requests
  • Back office support
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant

You will be joining a supportive office environment, you will be given on the job training from the in-house team which will enable you to develop your skills, knowledge and overall career.

You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice would be advantageous. However, the client will also consider individuals from a platform, pensions, investments or a general Financial Services background.

The firm are offering a competitive basic salary plus bonus and company benefits. You will be offered support for all market exams and will be given the opportunity to progress into Paraplanning and Advisory positions as the company continues to grow.