Financial Services Administrator

The Role

As an IFA Administrator you will be a highly valued member of the team. Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.

The Business

Our client is a small company high service Financial Advisers where the customer is at the heart of everything they offer. A firm small enough to be friendly and big enough to have a diverse and fun team. They are passionate about constantly improving the quality of service and absolutely believe in sustaining a level of balance between work and life across the business.

A Typical Day

This could include Preparing paperwork and valuations ahead of client meetings, maintain internal databases, dealing with new business application as well as dealing with internal and external client queries, In addition you shall be responsible for chasing remuneration/adviser fees, setting up client meeting/diary management and assisting in all pre and post-sale administration.

This maybe one of many opportunities that we are dealing with therefore, please get in touch if you are looking for a career move within the financial market and would like to discuss up and coming opportunities.

Apply now to avoid missing out on this rare opportunity to join a fantastic company.