Senior IFA Administrator - Flexible Working

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £28000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3634_1653986794

  • Published:

    about 1 month ago

  • Expiry date:

    2022-06-30

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

Mbf are working with an award winning, Chartered & fully independent Financial Planning practice to recruit an experienced IFA Administrator. Our client has a national presence, they are well established and have grown considerably over the past 5 years.

Due to this continued growth and increased business, they are now seeking to recruit an additional IFA Administrator to join their support team. The role will focus on providing close knit support to 1/2 Financial Advisers, you will undertake full administration and will be a first point of contact for clients.

The client is looking for an experienced individual, you MUST have experience working within a similar role. The client will consider experienced IFA Administrators or Financial Planning PAs that are looking for a new challenge.

In return, they are offering a very competitive basic salary up to £35,000 + bonus and good company benefits including: 25 days holiday + bank holidays, 5% pension, PMI, Group Income Protection, Group Life & much more. They also offer their staff flexible working with 3 days in the office and 2 working from home or vice versa.

The client is well known for providing first class training and support, should you want to take market exams the client will support this.