Ifa Administrator - Cardiff, United Kingdom - MB Fitzgerald

MB Fitzgerald
MB Fitzgerald
Verified Company
Cardiff, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team.

This company are well established in the area and focus on providing advice to HWN and UHNW clients.


They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service to their clients.


You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.

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