IFA Administrator
- Recruiter
- Cranleigh Personnel
- Location
- Swindon
- Salary
- 22000.00 - 27000.00 GBP Annual
- Posted
- 04 Jul 2017
- Closes
- 01 Aug 2017
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
If you've been working in Financial Services for a while, and feel well placed to take on a juicy new challenge, this could be the role for you. This highly successful and well thought of firm is looking for advisor support who will slot into a dynamic team and use a blend of past experience and first class organisational skill to offer support to Advisers in a number of key areas.
While you will need to demonstrate the ability to juggle priorities in this busy and varied role, as well draw from your planning and administration skills, the company will support you through examinations to take your career within the sector to an even more exciting stage.
Key Responsibilities:
- Provide the Advisers with support in all areas.
- Deal with client queries
- Product, provider and fund research
- Processing new business
- Diary Management
- Processing reports and advisory letters
- Filing and Archiving
- General Administration
You must have:
- Past experience within Financial Services, preferably an IFA environment
- Strong organisational skills
- Knowledge of IT Systems - Outlook, Word and Excel
- Any Admin / Business Qualifications an advantage
- The ability to prioritise workloads
- Excellent Communication Skills
About our Client:
Our client is a well-established, successful company that is committed to nurturing careers, within a warm and friendly working environment.
If this role sounds ideal, and you want a career that offers fantastic support and opportunities for further professional development, please email your CV with a covering letter now.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of application, please assume you have not been successful. However please keep applying as we work with some great local clients.
While you will need to demonstrate the ability to juggle priorities in this busy and varied role, as well draw from your planning and administration skills, the company will support you through examinations to take your career within the sector to an even more exciting stage.
Key Responsibilities:
- Provide the Advisers with support in all areas.
- Deal with client queries
- Product, provider and fund research
- Processing new business
- Diary Management
- Processing reports and advisory letters
- Filing and Archiving
- General Administration
You must have:
- Past experience within Financial Services, preferably an IFA environment
- Strong organisational skills
- Knowledge of IT Systems - Outlook, Word and Excel
- Any Admin / Business Qualifications an advantage
- The ability to prioritise workloads
- Excellent Communication Skills
About our Client:
Our client is a well-established, successful company that is committed to nurturing careers, within a warm and friendly working environment.
If this role sounds ideal, and you want a career that offers fantastic support and opportunities for further professional development, please email your CV with a covering letter now.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of application, please assume you have not been successful. However please keep applying as we work with some great local clients.