Find a Job

View detailed job description

Financial Planning Administrator

Apply
Salary £24k to £28k
Type Permanent
Location
Sector UK & Regional
Job Reference UK2A/HNB/31576
Contact BRUIN Financial
Date posted 17-05-2019

IFA Administrator - Altrincham - up to £28,000

We are currently working with a reputable organisation who are looking for an experience FPA to join the team. The ideal candidate will have 2-3 years experience in an IFA environment and have a keen interest in the Industry.

Responsibilities:
- Supporting the consultants
- Create and maintain client records
- Liaise with clients to meet their requirements
- Dealing with the new business process
- Check client documents

Requirements:
- Communication skills: Verbal and Written
- 2/3 years experience in an IFA environment
- Demonstrates administration experience
- Business development experience
- System experience

In return our client is offering a great salary and flexibility on hours.

Please get in touch for more details - Hannah.Beatham@bruinfinancial.com

Ready to apply for this job? Apply Now

Contact us about this job

For more information about this job, or to apply, please contact our team: