Junior IFA Administrator

Posted 26 March by Taylor James Professional Recruitment
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£20,000 - £25,000 per annum
Stockport , Cheshire
Permanent, full-time
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Posted by Taylor James Professional Recruitment

Our client, an award winning financial planning firm are looking to appoint a junior/ entry level Financial Services Administrator to join their experienced Stockport based team on a permanent basis.

Supporting a team of experienced Advisers & Paraplanners, duties & responsibilities will include:

  • Assisting the team with producing client valuations
  • Processing new business applications
  • Liasing with product providers and clients where required
  • Entering data and maintaining the company’s database
  • To ensure that client files are well maintained

The candidate:

  • Financial Services experience (desirable)
  • Administration experience (essential)
  • Professional and presentable
  • Fantastic attitude with willingness to provide the necessary support
  • Highly organised

What’s on offer:

  • Starting basic salary of up to £25,000 + bonus
  • Home working
  • 26 days holiday
  • Full study support inclusive of training courses
  • Structured career progression
  • DIS

Please contact submit the latest version of your CV to be considered for this opportunity.

Application question

Do you have Administration experience?

Reference: 52382511

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