MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners in Chester who are looking to recruit an experienced IFA Administrator. The company can offer a competitive basic salary, full exam support as well as a genuine opportunity of progression within the business.

Key Responsibilities include:

New business processing (investments, pensions, mortgages & life).
Valuations.
Client servicing, e.g. switches, rebalance, withdrawals etc.
Providing quotes using exchange and platforms.
Dealing with policy enquiries.
Telephone and reception duties.
General Admin support including handling post and typing.

Skills & Experience required:

Previous experience working within an IFA practice.
Organised & methodical with excellent attention to detail.
Ability to prioritise and meet targets and deadlines.
Effective communication skills.
Strong IT skills, specifically in MS Office - Word, Excel and Outlook.

Also experience of IRESS (1st Avelo) back office system would be an advantage, together with experience of some, or all, of the following platforms:

Exchange
O&M
Financial Express
Trigold
Standard Life
Aviva
Cofunds
Zurich
Aegon