IFA Administrator - Sales Support

  • Location

    Bolton, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1704_1564134035

  • Published:

    about 1 year ago

  • Expiry date:

    2019-08-25

  • Consultant:

    #

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies and assisting Consultants i.e. requesting quotations and paperwork.

You should ideally have strong administrative ability, proven in an existing IFA support environment. Knowledge of Adviser office Software is desirable but not essential. Candidates who have studied towards professional qualifications will be favoured although this is not essential.

On offer is an attractive salary and a chance to progress in a well-established, ambitious organisation and friendly team.