IFA Administrator - Market Harborough

Are you an experienced Administrator with knowledge of the finance industry?

We have a new and exciting opportunity for you in Leicestershire to join our client who is offering a great position with a strong salary, annual bonus, and an opportunity to work very closely with experienced industry professionals.

Our clients are looking for someone who has previously worked as a Financial Administrator or Mortgage Administrator for a Financial Advice Practice.

Working Pattern:

  • Monday to Friday (9-5)

The successful Financial Administrator will be offered: 

  • £22,000 - £30,000 basic depending on experience
  • Annual Bonus 
  • Career Progression

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
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