MB Fitzgerald are currently working with a growing firm of Financial Planners based in Cardiff who are looking to hire an experienced IFA Administrator. The company are well known in the area and specialise in providing holistic advice to HNW individuals.
Their current requirement is for an experienced IFA Administrator to join their team to support their Paraplanners and Financial Advisers. Duties will include; Producing suitability reports, preparing applications, producing illustrations and processing new business along with other general administration. Must have experience in the industry and ideally some exam passes.
This role will be suitable for a candidate who has previous experience providing administrative support to a Financial Adviser who is looking to make the next step and find a company who will deliver training and offer support for them to further their career. You'll be joining a well established practice with a happy working environment. The successful candidate will be offered a competitive salary and benefits package as well as study support for professional qualifications.