MB Fitzgerald are working with a highly regarded national Financial Planning organisation to recruit a Personal Assistant/IFA Administrator. Due to continued growth, they now have the requirement for an additional PA to come in and work on a 1-2-1 basis with a successful Financial Adviser.
The role will involve supporting a Financial Adviser and undertaking IFA administration to ensure their clients receive the highest level of service. This is a hands-on role where you will undertake a range of duties from speaking with clients & third parties to processing new business.
The client is looking for an experienced individual who has worked in a similar role previously. The ideal candidate will have worked in a Financial Planning/Wealth Management as a Personal Assistant or an Administrator, they will however consider individuals from a wider Financial Services background.