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.