Group Administrator/IFA Administrator

Posted 28 January by Accountancy Divisions
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Group Administrator/IFA Administrator

London or Weybridge

£30-40k+ full benefits are also available, together with a discretionary bonus scheme.

Financial Divisions are delighted to be working with a boutique wealth planner, asset manager and employee benefits specialist in their search for a Group Administrator/IFA Administrator.

The firm are independent, which allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.

Reporting to the Group Administration Manager, the Group Administrator/IFA Administrator will be responsible for maintaining admin processes and data quality across the team of admin staff. The primary function of the role is to deliver efficient and effective use of our back-office system Intelligent Office, including accurate maintenance of client data, enhancement of administration processes, and the support/training/development of our client-facing admin teams.

For this role you will have experience of working within Financial services in a senior admin or operations role. You will have an excellent working knowledge of Intelligent Office and have experience of developing and improving system use and administration processes. In addition, demonstrable involvement with strategic projects relating to systems or administration e.g. implementing a new CRM system or client portal, will be an advantage, as will the supervision of administration staff

For immediate consideration for this role, please send your CV to Madeleine

Reference: 38744385

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