IFA Sales Support Administrator

  • Location

    Bridgwater

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £16000 - £19000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3131_1630585018

  • Published:

    19 days ago

  • Expiry date:

    2021-10-02

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A fantastic opportunity for a Financial Services Administrator to join a well-respected firm of Independent Financial Advisers based in Bridgwater.

Responsibilities will include -

  • Input and management of data on client database
  • Business submission
  • Client documentation and data entry
  • Client servicing and preparing for client reviews etc.

Ideally, you'll have at least 1 years experience as an Administrator within a Financial Services business, although candidates who are looking to get into the industry will also be considered. The client will also consider a graduate that is looking to get into the Financial Services industry.

This is a friendly, supportive environment with a growing company, you will be provided with full ongoing support, training and guidance.