Financial Planning Assistant

MB Fitzgerald
From £22,000 to £25,000 per annum
09 Feb 2017
09 Mar 2017
Contract Type
Full Time
MB Fitzgerald are currently working a well-respected and highly professional firm of Financial Planners to recruit an experienced Financial Planning Assistant for their offices in central Manchester. This company are very client focussed and pride themselves on providing the highest levels of service to their clients. Because of this, it is important that their staff share these values.

We are looking specifically for an individual who has experienced working in an IFA office environment in an Administrator capacity. Ideally candidates will have a minimum of 2 years IFA Administration experience. Candidates will have;

    Experience within Private Client Financial Management;A working knowledge of investments, pensions and protection plans as well as other financial products;Strong IT skills, MS Office (PowerPoint, Word and Excel);1st Software/ Adviser Office
Your duties would include: 

    Produce Valuations and meeting packs for client reviewsPrompt and compliant submission of new businessManaging pipeline businessLiaising with high net worth clients and providersMaintaining client databaseResponsible for inputting and reconciling all feesScreening and dealing with consultants’ post, e-mails and callsDiary managementProviding basic product and fund research
The company are happy to pay a competitive salary of up to £25K.