IFA Sales Support Administrator

  • Location

    Wimborne, Dorset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2373_1581937537

  • Published:

    10 months ago

  • Expiry date:

    2020-03-18

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald recruitment are currently working with a successful and very well known Financial Planning practice to recruit an IFA Sales Support Administrator

The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration. You'll work alongside IFA's and Paraplanners to ensure that clients receive a first class service.

You will be responsible for:

  • Preparation of client review packs
  • Illustration requests
  • Back office support
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant

We are looking for an experienced Administrator from a financial planning background. You should have a good knowledge of pensions, investments and other financial services products. Candidates should have excellent communication skills, both written and verbal, and will be used to working under pressure and to deadlines.

Full support will be provided towards studies for professional qualifications.