IFA Administrator

  • Location

    Stockport, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2336_1580825518

  • Published:

    9 months ago

  • Expiry date:

    2020-03-05

  • Consultant:

    #

IFA Administrator - Professional Wealth Management practice - Salary negotiable - Progression available.

Our client is a successful firm of IFAs offering professional, informed and independent financial services and employee benefit advice. They currently have a requirement for an experienced IFA Administrator to join their team.

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 i.e. requesting quotations and paperwork.

You should (ideally) be fully FPC/CeFA/CF qualified and you should also have strong administrative ability proven in an existing IFA support environment.

This is an opportunity to join a highly respected IFA practice who can offer full support towards professional study, progression to leadership or paraplanning positions and a generous salary and benefits package.