Senior IFA Administrator

  • Location

    Bath, Somerset

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2540_1596631416

  • Published:

    about 2 months ago

  • Expiry date:

    2020-09-04

  • Startdate:

    ASAP

  • Consultant:

    #

Senior IFA Administrator - Bath - Basic to £30,000 + bonus and excellent benefits

MB Fitzgerald are working with a fully independent Wealth Management practice to recruit a Senior Administrator. The company are very successful, the Financial Planning division has been growing steadily and forms part of a larger organisation.

The company are well respected across the South West, they have multiple offices and are renowned for providing a very high level of service to their clients. As such, they are looking for experienced, talented individual who can help them continue to deliver outstanding service. The role will involve regular client contact so the client is looking for someone that is comfortable in this type position, you will also be working very closely with the firms Paraplanners & Financial Advisers.

The client is looking to recruit an individual from a Financial Planning/Wealth Management background, to be considered you should have a minimum of 2 years experience in the industry and a good understanding of the market.

The company are offering a basic salary to £30,000 + excellent company benefits. They offer full support for market exams and there are opportunities to progress within the company.