Client Administrator / Adviser Support

Hays Specialist Recruitment Limited
25000.00 - 28000.00 GBP Annual
18 Jan 2022
31 Jan 2022
Contract Type
Full Time

Financial Services (IFA) Administrator : Warrington : to GBP28k basic + benefits

Your new company
Excellent opportunity has arisen within a well established and progressive firm of IFAs for an experienced financial services administrator. Working within a very friendly team culture. Low staff turnover

Your new role
Providing support to an adviser and being a key point of contact for clients. Key responsibilities include processing new business, managing the client database, uploading information onto Intelligent Office, liaising with providers, assisting the adviser to prepare for client meetings. Option to work remotely for part of the week

What you'll need to succeed
Proven experience of providing administration support to financial advisers, preferably gained within an IFA environment, strong communication skills, attention to detail. Experience of Intelligent Office desirable.

What you'll get in return
In addition to a highly competitive salary and benefits package including support to attain further professional qualifications if desired, this is an excellent opportunity to join a very good company which offers excellent long term prospects and a very good working environment.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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