IFA Administrator

  • Location

    City of Preston, Lancashire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18000 - £25000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2383_1587645716

  • Published:

    7 months ago

  • Expiry date:

    2020-05-23

  • Consultant:

    #

IFA Administrator - Financial Planning arm of leading Accountancy practice - Progression and support with qualifications - Competitive salary and benefits - Interviews to commence after lockdown

MB Fitzgerald recruitment are currently working with the successful Financial Planning arm of a leading Chartered Accountancy practice who are looking to add an expereinced IFA Administrator to complement their existing back office support team.

A highly established practice, this company specialise in providing whole of market financial advice to private clients in areas of Pensions, Investments, IHT, Protection, Equity release etc.

We are looking for an experienced Administrator from an IFA practice or similar. Ideally you will have experience of using the Intelligent Office back office system although this isnt essential. You'll have excellent organisational and communication skills and will have experience of new business processing, LOA's, liaising with providers, preparing client meeting packs etc.

Candidates will enjoy a friendly, professional working environment and a fully supportive management team who will help you to achieve professional qualifications. This is a full time role offered on a permanent basis, although staff do enjoy an early finish on a Friday. Salary is negotiable depending on experience and qualifications.