IFA Administrator - Part Time

  • Location

    Cheltenham, Gloucestershire

  • 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:

    BBBH2799_1613981309

  • Published:

    about 2 months ago

  • Expiry date:

    2021-03-24

  • Startdate:

    ASAP

  • Consultant:

    #

Our client, a professional, well-established firm of Financial Planners based in Cheltenham currently require an IFA Administrator to join their company on a part time basis.

The role will be supporting the firms Director, providing a full administrative support service. The duties will be varied, involving everything from diary management, meeting preparation and making travel arrangements to processing business, maintaining the company database or liaising with external Providers, Paraplanning and Compliance companies.

You should be highly organised, self-motivated and must be a strong communicator (both written English and verbal).

The company are willing to pay a generous salary and package to the successful candidate.