IFA Sales Support Administrator

  • Location

    Bridgwater, Somerset

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £16,000-£18,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    6 months ago

  • Expiry date:

    2020-09-02

  • 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.

We are looking for an individual with financial services experience, you should have excellent communication skills, both written and verbal, and will be used to working under pressure and to deadlines. Ideally candidates will have strong Microsoft/excel skills.

Full support will be provided towards studies for professional qualifications.