Administrator

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

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