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Our Client holds an excellent reputation within the industry and provides a full range of wealth planning and investment management advice to both Private Clients and Business Owners. Due to continued growth they are now looking for an experienced IFA Administrator to join their team on a full or part time basis.
What's in it for you?
- Excellent training and career development
- Full study support
- Company pension
- Regular pay rise and reviews
- Free Parking
- Hybrid Working available after probationary period
Initially working from their offices, this role will suit someone who has been working within financial services with experience of delivering a first class service to clients and consultants and working to support Advisers across the country, duties will include:
- Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information
- Assisting with the preparation of portfolio clients reviews
- Liaising with clients, providers, other third parties and other departments
- Ensuring client fees are settled in a timely manner
- Maintaining and updating client database
- General office administration
What do we need from you?
- Previous experience in an administrative role within financial planning is essential
- Strong knowledge of pensions and investments
- Those with CISI/CII qualifications would be of most interest
- Good attention to detail
- Excellent communication skills
- Confident with talking on a telephone
- Professional manner with an ability to manage your own time/duties
Please note, due to the nature of this role and industry, it is essential to conduct regular credit checks on all staff and it is required that you can demonstrate a good credit score throughout employment.
This is an excellent chance to join a national firm that can offer long term career development in a thriving industry. Please apply today or for further information please contact one of our specialist consultants quoting REF: NJR15332
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