IFA Administrator

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1976_1566226305

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-18

  • Startdate:

    ASAP

  • Consultant:

    #

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed Financial Planning Advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA Administrator to join their Exeter office.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies and assisting Consultants i.e. requesting quotations and paperwork.

You should ideally have strong administrative ability, proven in an existing IFA support environment. Candidates who have studied towards professional qualifications will be favoured although this is not essential.

On offer is an attractive salary and a chance to progress in a well-established, ambitious organisation and friendly team.