IFA Administrator - Clear progression

  • Location

    Chippenham, Wiltshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2752_1611147456

  • Published:

    4 months ago

  • Expiry date:

    2021-02-19

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with a fully Independent Chartered Financial Planning practice to recruit an IFA Administrator. The organisation is very successful and are currently undergoing a period of sustained growth, the business has grown through referrals and their strong name in the market.

They are now looking to recruit an Administrator who can provide support to the firms Directors, Financial Planners and Paraplanners. Working within a close-knit support team, you will provide full administrative support to ensure the firms long standing clients are being provided the highest quality service. Some of the duties involved in the role are as follows -

  • Prepare & maintain client files
  • Gathering financial information
  • Speaking with clients & third parties including providers
  • Processing new business

The client has been clear that they are looking for a motivated individual who is keen to progress within the industry. They can offer first class training & support, help with market exams and opportunities to progress, they specifically see this role moving into a Paraplanner position in the future.

They are offering a good basic salary to £25,000 + bonus and good company benefits. This is a great role to join a growing company who are offering progression opportunities.