IFA Administrator- Bath

Posted 5 April by Appoint Personnel Ltd Easy Apply

IFA Administrator

We have a lovely opportunity working within a small team for a Bath Based Financial firm. Working for this reputable, well established Financial Advisors, you will provide vital administrative support to the team and PA.

Responsibilities include:

  • Making client appointments
  • Answering the phones and taking messages
  • Client financial portfolio valuations
  • Assisting clients with any queries
  • Filing
  • Assisting the Personal Assistant with admin duties as and when required
  • Writing basic letters
  • Sending out application forms / instructions
  • Dealing with any product provider queries

Experience & Skills:

  • Experience working within Financial Services is essential
  • Previous experience working in an office environment within a support role
  • An understanding of financial services, specifically pension and investments is essential
  • Good IT skills- Outlook, Word, Excel
  • Use of Plum would be preferred but not essential
  • An understand
  • Enjoy working as part of a small team
  • Have a proactive attitude to work

This is a lovely opportunity to join a small, friendly team, where there is the opportunity to learn and develop.

Salary: £DOE

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training and skills that they identify. If you do not hear from us within 5 working days from your registration, please accept our apologies but we are unable to help you on this occasion.

Required skills

  • Admin
  • Financial Services

Reference: 34837970

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