Specialist Recruiters in Property & Finance

Integrating the best people

IFA ADMINISTRATOR

504415

  • £25,000.00 to £25,000.00
  • Cheshire, UK
  • Permanent / Full Time
Our client  is seeking an IFA Administrator to join our established financial advice firm. If you have a passion for office administration and delivering exceptional support, this could be the ideal role for you.
 
As our IFA Administrator, you will be responsible for maintaining office efficiency, assisting with client inquiries, and providing crucial administrative support to our team.
 
This is a full-time, in-office position based in the local area, offering a competitive salary range of GBP25000.00 - Negotiable DOE
If you have 1-2 years of experience in a Financial Advise firm in a similar role and are looking to take the next step in your career, we want to hear from you.
 
Responsibilities 
  • Greet office visitors, answer and direct phone calls, field inquiries from clients and BDM’s, and maintain office efficiency by arranging repairs
  • Perform a variety of administrative duties, such as chasing providers for outstanding information, letters, spreadsheets, forms, sorting and distributing incoming mail
  • Maintain client databases with necessary updates using company portals
Preferred Requirements:
  • Proven success in office administration in a Wealth Management firm
  • Superb written and verbal communication skills
  • Strong time-management and multitasking abilities
  • Proficiency with Microsoft office applications, and aptitude for learning new software and systems
  • Ability to maintain confidentiality of company information
Preferred Qualifications:
  • Demonstrated ability to work effectively as part of a team and independently
  • Relevant experience in a similar role, ideally within the financial services industry
  • Certification or training in office administration or related field
Amy Harris Senior Consultant | Financial Services | Wealth Management
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