IFA Administrator

  • Location

    Swansea, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £23000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2441_1584371586

  • Published:

    6 months ago

  • Expiry date:

    2020-04-15

  • Startdate:

    ASAP

  • Consultant:

    #

A successful Independent Financial Planners based in Swansea have the requirement for an IFA Administrator to join their friendly team.

As part of the Financial 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 small 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, all sales support.

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.

You will be given full training and support to attain further exams and progression within the business will be available.