PA / IFA Administrator

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services

  • Job type:

    Permanent

  • Salary:

    £22,000-£25,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    about 2 months ago

  • Expiry date:

    2021-05-26

  • Consultant:

    ConsultantDrop

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.