The opportunity for an experienced Financial Administrator to join a Chartered IFA firm based near Leicester who focus on providing a high quality financial planning and investment management service.
A position has arisen for a highly experienced Financial Administrator to support the successful Financial Planners of a Chartered firm. You will have the opportunity to meet & greet with clients, handle incoming queries, conducting prep-work with clients and managing the advisers' diaries. This is a very close knit firm, who will welcome you as family in a relaxed but professional environment. They can provide a platform for a willing individual to progress through the firm and gain further responsibilities as they go.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
- IT literate, with some data inputting experience.
- Basic Pensions & Investments product knowledge
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.
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