IFA Administrator

  • Shortlist
Location CHESTER , Cheshire
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 52739

The Client:

A Reputable, established IFA practice is seeking an experience Administrator to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and taking advantage of the latest technology to assist its staff in concentrating on providing a relationship focused service.

They are proud to be a highly reputable financial planning firm and use the latest technology to enhance their performance within the industry to gain market feedback and aid in maintaining service levels.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focussed and can achieve its strategic goals.

 

The Opportunity

This is a fantastic chance to join a growing medium sized firm that can offer you a team environment and a chance to build on your existing experience . You will be working with a team of experienced administrators and paraplanners whilst supporting the firms IFA’s.

There will also be an element of client contact as a majority of the meetings are held on site.

 

What’s needed for me to be considered?

  • You will ideally have previous experience working within a similar fast paced financial services environment
  • Excellent communication, both written and verbal and attention to detail is essential to succeed
  • Financial services qualifications would be a bonus.

 

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

 

Job Synonyms:            

IFA administrator, private client administrator, sales support administrator, financial planning support