IFA Administrator

  • Location

    Bournemouth

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20,000.00 - £25,000.00 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-29

  • Consultant:

    #

Our client, a professional, well-established firm of Financial Planners based in Bournemouth currently require an IFA Administrator to join their company, supporting the Financial Advisers and Paraplanners.

The role will be working with the Financial Advisers & Paraplanners, providing a full administrative support service. The duties will be varied, involving everything from diary management, meeting preparation and making travel arrangements to processing business, maintaining the company database or liaising with external Providers.

Candidates must have previous experience of working within an IFA or Wealth Management Practice. You should have a good, working knowledge of Pensions and Investments. You should be highly organised, self-motivated and must be a strong communicator (both written English and verbal).

The company are willing to pay a generous salary and package to the successful candidate. Ambitious candidates will also be offered the opportunity to progress within the business and will be supported for all market exams.