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Financial Planning Administrator

Posted 6 March by MB Fitzgerald Easy Apply Ended

A fantastic opportunity for an experienced Financial Planning Administrator to join a well respected firm of IFA's based in Ferndown.

Immediately you'll enjoy a competitive package (i.e. the basic is between £21,000 and £25,000 per annum), a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice as opposed to a product provider is essential for this role. You should be a skilled Administrator 'ready to hit the ground running.'

Ideally, you'll have at least 2 years experience as an Administrator within an Independent Financial Advisory firm, have used a professional Adviser back office systeam (such as Intelligent Office or Adviser Office) before.

Required skills

  • Financial Planning
  • IFA Administrator
  • Financial Planning Administrator
  • IFA Sales Spport

Reference: 34621872

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