MB Fitzgerald Recruitment are currently working on a fantastic opportunity for an experienced Financial Planning Administrator to join a well respected firm of IFA's based in Wigan.
Immediately you'll enjoy a competitive package, a supportive office environment to work within and full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.
You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice as opposed to a product provider is essential for this role. You should be a skilled Administrator 'ready to hit the ground running.' Daily duties will include; liaising with providers and clients, processing business, LOA's, updating client database, typing etc.
Ideally, you'll have at least 2 years experience as an Administrator within an Independent Financial Advisory firm, have used Adviser Office (was known as 1st Software) before, at least part CF qualified or equivalent qualifications & able to work within one of the north west's leading IFA practices.