Senior Financial Planning Administrator - Client Manager

MB Fitzgerald
Birmingham, West Midlands
18 Jun 2017
18 Jul 2017
Contract Type
Full Time

MB Fitzgerald have been asked by a trusted client to search for a Client Manager to join their newly formed, Birmingham based team. The company have grown quickly over the past couple of years and have ambitions to become one of the leading Financial Planning businesses in the area.

The role will be working alongside the Financial Planner, providing full Administration Support; processing business, liaising with providers, Valuations, updating the CRM system etc. The role is however, different to a lot of Administration roles whereby you will be the day to day point of contact for a book of clients; answering queries as well as booking appointments with the Financial Planner etc. Because of this, the company need an experienced IFA Administrator as well as an excellent communicator who is able to build a good client relationship.

The company have a positive work ethic where hard work is rewarded and there is a clear structure for progression. There are opportunities to move into a Paraplanner, Investment Analyst or Financial Planner position in the future and you will also be supported with study towards the CII Diploma Financial Planning. As the company will continue to grow, there will be opportunities to progress quickly for ambitious and talented individuals.

Salary and package is negotiable from £25K to £30K plus Benefits. This is a fantastic opportunity to join an exciting project at an early stage.