Senior IFA Administrator - Nottingham - Salary negotiable up to £26,000 plus Bonus and Benefits - flexible hours - home working available after 1 year
MB Fitzgerald Recruitment are currently working with a well established firm of Chartered Financial Planners based in Nottingham who are looking to recruit a Senior IFA Administrator to work on a 1-2-1 basis with one of their Directors.
The business is highly respected and as a Chartered firm, hold themselves to the highest standards for their clients. They specialise in providing independent financial advice to private clients and businesses across the East Midlands.
They are looking for an experienced candidate with at least 5 years of experience working with financial planners and dealing with pension and investment products. Ideally you will have experience using the XPLAN back office software or similar and will have used platforms such as Morningstar.
Responsibilities will include; research, client valuations, processing new business, basic suitability reports (using templates), liaising with clients, updating back office system, general financial services administration.
Salary is negotiable on this role up to £26K plus company benefits including 25 days holiday, pension, DIS, an annual bonus and flexible working.