IFA Administrator

Our clients are seeking an experienced IFA Administrator to join their team in Burrow-in Furness.

They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working.

Working Hours:

• Monday to Friday 9 am – 5 pm
• Hybrid working  (1 day from home)

For the successful IFA Administrator, our clients are offering the following:

• £23,000 - £30,000 (DOE)
• 22 days holiday + bank holidays  
• Career Progression (Exams paid for)
• Healthcare scheme
• Standard pension contribution
• DIS insurance
• Staff Discounts

Requirements for the role of Financial Administrator:

• Experience working in Finance Advice practice
• Experience or understanding of financial process.
• Excellent customer service and interpersonal skills
• Ability to work on own initiative and as part of a wider team
• Strong communication skills; both written and verbal 
• Attention to detail
• Organised
• Strong IT skills

Key responsibilities will include but will not be limited to:

• Processing new business applications
• Assisting with suitability reports
• Booking client reviews
• Supporting the Advisors
• Dealing with incoming calls and e-mails