Trainee Ifa Administrator - Belfast, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Belfast, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Trainee IFA Administrator - Entry level opportunity - Belfast - up to £23,000 plus company benefits
MBF are currently working closely with a well established, National Wealth Management organisation who are looking to recruit a Junior IFA Administrator for their Financial Planning team in Belfast

The company are well known as one of the leading Financial Services organisations in the UK and have a busy team working together to provide their clients with financial advice in the areas of Pensions, Investments, Protection, Tax Planning etc.

The role:

This is the perfect entry level opportunity for someone looking to start their career in financial services. The company have hired in this way before and had great success in developing staff and progressing them on to other roles within the business
The main purpose of the role will be to obtain client valuations, liaising with the clients and providers and completing the relevant paperwork. All of this can be trained so no previous experience is necessary

Requirements:

No experience is necessary but those with some office based experience will have transferable skills that will help you in the role
You should have a strong academic background. Graduates are preferred but a Degree is not essential
Good communicator; both verbal and written
Microsoft office skills

On Offer:

Opportunity to gain experience and progress within a leading financial planning organisation
Basic salary of up to £23,000 plus company benefits including Pension etc
Study support