IFA Administrator

  • Location

    Bournemouth

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £21,000-£26,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    10 months ago

  • Expiry date:

    2020-02-06

  • Consultant:

    #

Our client is a successful firm of Financial Planners offering professional, informed and independent financial services advice. We are looking for an IFA Administrator who can hit the ground running. You'll be working alongside the Paraplanner, providing a first class support service to the Adviser's and their client's.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork. You should have strong administrative ability proven in an existing IFA support environment.

You will be offered a competitive basic salary and benefits package and support towards study for professional qualifications. Salary is negotiable depending on experience and qualifications. There will be plenty of opportunity for progression within a growing business.