IFA Administrator - Award winning practice

  • Location

    Witney, Oxfordshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £23000 - £26000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2690_1607350435

  • Published:

    3 months ago

  • Expiry date:

    2021-01-06

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with an award winning Independent Financial Planning practice to recruit an IFA Administrator. The organisation is very successful and have a number of offices based across the country, they are a medium sized firm that have been growing organically over the past 5 years with plans to grow further in the near future.

They are now seeking to recruit an additional IFA Administrator to join their support team. This will be a hands-on role, working closely with firms Financial Planners, Paraplanners and clients. It will be a varied role, some of the duties involved are -

  • Speaking with providers, clients and third parties
  • Generating fact finds
  • Processing new business

The client is seeking an experienced individual who can hit the ground running. To be considered you must have experience working within a Financial Planning/Wealth Management organisation within an Administrative capacity.

In return my client is offering a competitive basic salary plus bonuses and excellent company benefits! They are well known for providing first class training to staff and support their staff for market exams.