IFA Administrator

  • Location

    Bury, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2514_1594284658

  • Published:

    7 months ago

  • Expiry date:

    2020-08-08

  • Consultant:

    #

IFA Administrator - Bury - Successful boutique Financial Plannning business - Salary negotiable depending on experience and qualifications

MB Fitzgerald Recruitment are currently working with a well established Financial Planning business in the Bury area who are looking to recruit an experienced Financial Planning Administrator to join their team.

This company specialise in providing independent financial advice to private clients and your role will be to work closely with the advisers, ensuring that clients get a first class service. We are looking for an experienced candidate from an IFA background who can hit the ground running. They use intelligent office as their back office system so any previous experience using this would be ideal, although this is not essential

Duties will include:

  • Processing new business
  • Updating and maintaining Intelligent Office administration system
  • Client contact and liaison with insurance companies
  • Fund switching within range of financial products
  • Wrap Platform processing & administration
  • Assisting with portfolio & fund reviews

Skills and experience required:

  • Must have demonstrable experience in an administrator's role within a financial planning business
  • Qualification would be ideal, it is not a necessity
  • Professional and organised approach to work
  • Excellent communication skills both written and verbal
  • You will have good IT skills