IFA Sales Support Administrator

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2412_1597042137

  • Published:

    about 2 months ago

  • Expiry date:

    2020-09-09

  • Startdate:

    ASAP

  • Consultant:

    #

We are currently working with reputable Financial Adviser's based in Cheltenham to recruit an IFA Support Administrator. This well known IFA have offices across the South West and will continue to grow steadily over the next few years.

Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants etc.

An excellent opportunity to join a forward thinking organisation where progression is available.