We are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.
The successful candidate will be providing support to the IFAs, and will beworking alongside the other members of the support team and reporting to the office manager. Responsibilities include populating reports off the back-office system, liaising with product
providers, and prepare review and new business packs.
This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.
- 2-3 years’ experience in an administrative environment
- Good attention to detail
- Proactive, sharp and a can-do attitude
- Good interpersonal skills
- Good communication skills both written and verbal
- Financial Services
- Sales Support