IFA Administrator

Posted 7 February by Lucy Walker Recruitment Ltd

IFA Administrator

Salary £18,000 - £20,000

Free Parking, Opportunities for Career Progression

Reference 917966

Wakefield

Our client are a forward thinking Financial Services business who are seeking a Financial Services Administrator preferably with corporate experience to support five IFA's (Independent Financial Advisors). This is a varied administration and supportive role, which would suit a highly organised and proactive individual. We are seeking a candidate with strong initiative and excellent interpersonal skills.

This is a full and varied superb opportunity to work for an excellent business. On a daily basis this will include:

  • Providing administration support to the team
  • Communicating with clients
  • Diary management for the team
  • Booking and managing client appointments
  • Submitting requests for information
  • Assisting with case management
  • Any other administration duties as required

This varied and rewarding role as an IFA / Financial Services Administrator and would suit an individual who has the following skills and experience:

  • Either PA / Finance Administration / IFA support experience
  • Preferably experience within either a financial services or corporate environment
  • High attention to detail and very organised in approach
  • Methodical and process led with a diligent approach to all tasks
  • Excellent verbal and written communication skills
  • Good IT skills
  • Ideally you will be a car driver

If you have the skills and experience outlined above, please contact Jaydeimmediately to be considered for this Financial Services Administrator role. I have visited the client who have a modern and professional office. If you do not have the skills and experience required, your application will not be considered and you need not apply.

*Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.

Reference: 34414955

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