Financial Services Administrator

Your new company
An excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator.
A good working environment, a very friendly and inclusive working culture, flexible working options.

Your new role
Providing support to Advisers (IFAs) and their clients, ensuring high standards of service. A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems. You will also have the opportunity to get involved with paraplanning duties if desired, such as product research and report writing.

What you'll need to succeed
Experience of working in financial services is essential, together with excellent administration, communication and organisational skills, strong attention to detail and a good understanding of financial planning administration processes ideally gained within an IFA firm.

What you'll get in return
In addition to a competitive salary and benefits package including study support to attain industry qualifications if desired, this is an excellent opportunity for career development with a very good firm. Additional training can be provided if not previously worked within an IFA practice. Flexible working culture, including option for hybrid working.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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