Administrator

IFA Administrator position based in Shrewsbury working for a well known financial services organisation. This role offers flexible starting and finishing times.

Client Details

This opportunity is with a well-established, large organisation within the Financial Services sector based in Shrewsbury who are looking for an experienced IFA Administrator.

Description

• Handling incoming and outgoing communication, including calls and emails
• Assisting in the preparation of reports and presentations
• Coordinating meetings, including scheduling and preparation of materials
• Ensuring office supplies are maintained and organised
• Supporting the implementation of new administrative systems
• Monitoring the transfers of assets/cash to or from other institutions.
• ISA subscriptions and transfers.
• Processing of payments.
• Liaising with colleagues within Business Support regarding administration of client accounts.

Profile

A successful IFA Administrator should have:

• Previous experience working for a wealth management organisation is desirable but not essential
• Excellent organisational skills and attention to detail
• Strong written and verbal communication abilities
• Proficiency in Microsoft Office Suite and other administrative software
• Ability to manage multiple tasks and projects simultaneously
• Can commute to Shrewsbury

Job Offer

• Competitive salary
• Great benefits
• 25 days annual leave plus bank holidays
• Monday to Friday with flexible working hours
• Free parking