IFA Sales Support Administrator

  • Location

    Weston-Super-Mare, Somerset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £19000 - £23000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2174_1574157164

  • Published:

    11 months ago

  • Expiry date:

    2019-12-19

  • Startdate:

    ASAP

  • Consultant:

    #

A leading firm of Financial Planners based in Weston-Super-Mare currently has a requirement for an IFA Support Administrator. The business is well known, established and work at the top end of the market they are a growing business and are known as one of the most successful practices in the South West.

They are now seeking to recruit an IFA Administrator who can provide support to the firms Paraplanners and Financial Advisers. Tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.

The organisation will provide full on the job training, support and help for market exams. You will also be given opportunities to progress within the company as it continues to grow. They are offering a competitive basic salary plus bonus and excellent company benefits.