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Administrator

Premier Jobs UK Limited
Posted 12 hours ago, valid for 24 days
Location

Leicester, Leicestershire LE8 4HQ

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This Administrator position in South Leicester offers a chance to join a local Financial Services firm with a supportive team.
  • Candidates should have a minimum of 5 years' experience in an administrative role and thrive in a fast-paced environment.
  • The role involves supporting Financial Advisors with tasks such as processing new business cases and preparing client meeting packs.
  • The salary for this position ranges from £25,000 to £28,000, depending on experience, along with additional benefits like a non-contributory pension and 25 days of holiday.
  • The role is office-based with modern facilities, and the company emphasizes teamwork and client support.

This Administrator job in South Leicester provides opportunity to join a local Financial Services firm, where they have a loyal team who enjoy working together.

This role is well suited to an individual with experience as an Administrator who enjoys working within a support team. In this Administrator position, you will be supporting their team of Financial Advisors who provide investment and pension advice to clients. As their Administrator, your duties will include:

  • Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
  • Obtaining and processing Letters of Authority
  • Processing new business cases
  • Preparing client meeting packs with the correct, up to date information
  • Obtaining recent product valuations
  • Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers

This role will suit an individual keen to stay within the role of an Administrator

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

IFA Administrator Requirements

  • You should have 5+ years’ experience as an Administrator and enjoy being in a fast paced, data input environment
  • You should have an organised approach to your work and be able to handle multiple cases simultaneously
  • You should be confident working independently and within a team

IFA Administrator Benefits

  • Salary of £25,000 - £28,000 depending on experience
  • Plus, generous non-contributory pension, performance-based incentives, DIS, 25 days holiday plus bank holidays
  • Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
  • 37.5 hours per week, Monday to Friday
  • Working within a business that is passionate about helping their clients
  • Regular paid team events through the year to get involved in

Locations

South Leicester

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.