Senior IFA Administrator

MB Fitzgerald
Bermuda Park
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

MB Fitzgerald are currently working with one of the UK's leading firm on Financial Planners who have a requirement for a very experienced Financial Planning Support Administrator to join their team in Coventry.

This role will be working in a small team of Financial Planning Administrators, working closely with the company's Paraplanners and IFA's. You will have a really varied role, working in detail with products such as SIPP's, SSAS's, IHT, offshore investments, QROPS etc as well as the usual Pension, Investment and Protection business.

As well as the Administration duties, candidates will also have a lot of exposure to clients, acting as a day to day first point of contact for all client queries. For this reason, candidates must be personable and MUST have excellent written and verbal communication skills. You will need to be able to build lasting client relationships as your contact with the client will be just as important as the Financial Planner's.

The client is willing to pay a generous salary alongside a competitive Benefits and Bonus package. Candidates must have a minimum of 2 years' experience in Financial Planning Administration. You will be supported with studies towards the Diploma Financial Planning and beyond, as well as opportunities to progress within the business in a Technical or managerial capacity in the future.

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