IFA Administrator

  • Location

    Trowbridge, Wiltshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £24000 per annum + Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1643_1557749734

  • Published:

    almost 2 years ago

  • Expiry date:

    2019-06-12

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with the successful Financial Planning division of a leading Chartered Accountancy practice to recruit an additional IFA Administrator. Due to continued expansion, the client now has the requirement for an additional Administrator who will provide support to the firms Senior Financial Planners and Paraplanners.

You will be working in a professional office and within a friendly team, you will have regular contact with the Financial Advisers and the firms clients. The Paraplanners and Financial Advisers will provide you with full on the job training and support.

To be considered you should have previous experience within a Financial Planning/Wealth Management environment or very similar. You should be well presented, have a strong attention to detail and will have a genuine interest in the industry. In return the client is offering a competitive basic salary plus bonus and excellent company benefits.