Our clients are seeking an experienced IFA Administrator to join their team in Burrow-in Furness.
They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working.
Working Hours:
- Monday to Friday 9 am – 5 pm
- Hybrid working (1 day from home)
For the successful IFA Administrator, our clients are offering the following:
- £23,000 - £30,000 (DOE)
- 22 days holiday + bank holidays
- Career Progression (Exams paid for)
- Healthcare scheme
- Standard pension contribution
- DIS insurance
- Staff Discounts
Requirements for the role of Financial Administrator:
- Experience working in Finance Advice practice
- Experience or understanding of financial process.
- Excellent customer service and interpersonal skills
- Ability to work on own initiative and as part of a wider team
- Strong communication skills; both written and verbal
- Attention to detail
- Organised
- Strong IT skills
Key responsibilities will include but will not be limited to:
- Processing new business applications
- Assisting with suitability reports
- Booking client reviews
- Supporting the Advisors
- Dealing with incoming calls and e-mails