IFA Administrator

  • Location

    Bury, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £17000 - £25000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2464_1590059298

  • Published:

    5 months ago

  • Expiry date:

    2020-12-20

  • Consultant:

    David Everingham

IFA Administrator - Bury - Small but successful IFA practice operating to full capacity - Interviews now, start date TBC

MB Fitzgerald recruitment are currently working with a small, well established firm of Financial Planners in Bury who are looking to start the recruitment process for a role that they were due to release in March. The company are as busy as ever, handling a number of new enquiries although the majority of their business is with long standing existing client relationships.

They are looking to add an additional IFA Administrator to work alongside their team of 4 staff. The Administrator will be supporting the IFA, 2 Paraplanner's and Operations Manager with duties such as; business processing, LOA's, valuations, dealing with clients and providers, typing and other general office administration duties.

Ideally candidates will be experienced Administrators from an IFA environment. You should have a knowledge of financial services products; pensions, investments, protection etc. Qualifications would be great but is not essential. Candidates must be good communicators, both written and verbal, as well as being well organised and a team player.

On offer is a competitive salary at a stable, thriving business who can offer some progression in the future. Ideally candidates will be from Bury or the local area.