IFA Administrator

  • Location

    Bideford, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £18000 - £24000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2556_1597739390

  • Published:

    about 1 month ago

  • Expiry date:

    2020-09-17

  • Startdate:

    ASAP

  • Consultant:

    #

A great opportunity for an experienced Financial Services Administrator to join a well respected firm of IFA's based in Bideford.

Immediately you'll enjoy a competitive package, a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

Responsibilities will include; input and management of data on client database, business submission, client documentation and data entry, client servicing and preparing for client reviews etc.

Ideally, you'll have at least 1 years experience as an Administrator within a Financial Services business.

This is a friendly, supportive environment with a growing company where there will be plenty of opportunity to progress in the future.