IFA Administrator

  • Location

    Bournemouth, Dorset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £18000 - £22000 per annum + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2407_1582812769

  • Published:

    8 months ago

  • Expiry date:

    2020-03-28

  • Startdate:

    ASAP

  • Consultant:

    #

A leading Wealth Management organisation with offices in Bournemouth currently seek to recruit an Administrator to join their Wealth Planning team.

As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters.

To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You will be given full training and support to attain further exams and progression within the business will be available. The clients is looking for a career minded individual that is looking for a long term career in the industry.