Location
Ellesmere Port, Cheshire | United Kingdom
Job description
About Our Client
This reputable and growing business has been established for nearly 30 years. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors. This business have a great culture and really nurture their staff and let people carve out their own careers.
Job Description
On a day to day basic you can expect to be:
- Co-ordinating the Planners diaries and the arranging of client meetings
- New business processing
- Preparing documentation for client appointments and meetings
- Production of annual planning meeting packs.
- Ensuring all data entry is completed accurately
- Client file maintenance
- Client servicing
- Providing quotes using exchange and platforms.
- Dealing with policy enquiries.
- General Admin support
The Successful Applicant
The successful IFA Administrator will require the following:
- Previous experience working in an IFA or similar role
- Financial services experience is a must
- Strong administration skill set
- Great communication skill s
- Good working knowledge of Microsoft applications
- Up to date with current FCA Legislation would be ideal
What's on Offer
This IFA Administrator role will offer the following:
- Competitive Salary - Negotiable on experience
- 25 days holiday + Bank
- Flexible working hours
- Pension scheme
- Christmas shut down
- Study support
- Company social events
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Job tags
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