Are you an experienced financial services administrator looking for an exciting and rewarding opportunity? We are looking for you!

We are working with a progressive and forward thinking employer looking for an experienced financial administrator who can hit the ground running as well as look to progress in the future. This role would be suitable for an IFA admin who is looking to take the next step.

If you are looking to work for a reputable company and be rewarded for your hard work then please apply below!

Responsibilities

Processing of new business and documentation in accordance with the agreed service and quality standards.
Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
Point of contact for clients, to liaise on behalf of appointed adviser/s.
Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
General administration, ensuring the client service is of a high standard.

Skills and Experience required:

Experience within an administration role in the financial services industry.
Good knowledge of Microsoft Office.
Strong planning and organisational skills, having the ability to organise and prioritise workloads.
Accuracy and attention to detail

Benefits

Competitive salary and employee benefits
Support to paraplanner and progression
Apply Now!

Please click apply to be considered for this fantastic opportunity. If successful one of our specialist team members will be in touch within 48 hours to discuss the role with you before submitting your CV to our client as well as discuss any other suitable roles with you that may not be directly advertised.