Senior IFA Administrator

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £23000 - £27000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1977_1566226592

  • Published:

    over 1 year ago

  • Expiry date:

    2019-09-18

  • Startdate:

    ASAP

  • Consultant:

    #

A leading Chartered Financial Planners in Exeter currently have the requirement for a Senior IFA Administrator to join their growing team. The business is growing quickly and they are now one of the largest IFA practices in the area and as such there will be plenty of opportunities to progress.

It is of great importance that their staff are qualified to the highest standards so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers and Paraplanners.

Your responsibility will be to support the Financial Planners and Paraplanners, tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.

Salary is negotiable between £23,000 - £27,000 + bonus and benefits.