IFA Administrator

  • Location

    Salford, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18000 - £23000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2418_1583316701

  • Published:

    about 1 year ago

  • Expiry date:

    2020-04-03

  • Consultant:

    #

IFA Administrator - Salford - Leading Financial Services Organisation

MB Fitzgerald are currently working with a leading financial services organisation who specialise in providing financial planning & investment management services to their clients. The company has grown a lot of the years, mainly by utilising their extensive connections in the legal sector but also diversifying into HNW markets.

Due to continued growth, they are looking to add another IFA Administrator to their team in Salford. The role is to work within their busy client support team and duties will include:

  • Letters of authority
  • Withdrawals
  • Valuations
  • Client Acknowledgements
  • Client Queries
  • Business Packaging and Processing
  • Supporting the team in writing basic reports

We are looking for an experienced Administrator from a financial services background. Ideally you will have worked within a Financial Planning business already and will have experience of using Intelligent Office, however candidates currently working in Pensions Administration or Investment Administration should also apply.

This is a fantastic opportunity to progress in one of Manchester's leading Financial Services organisation's. The company can provide a competitive basic salary as well as company benefits including Pension, DIS, critical illness and 23 days holiday (rising up to 28 with service).

There will be plenty of opportunities for progression and support towards study for professional qualifications