Your new company

Due to expansion, a new opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator. Working within a very friendly and supportive team environment.

Your new role

Providing administration support to experienced Financial Planners and their clients to ensure high standards of client service. You will be a key point of contact for clients providing assistance across all areas of financial planning. This will include preparing all documentation prior to submitting new business, using back office CRM system, assisting advisers to prepare for client meetings including preparing provider illustrations and liaising with providers to chase up outstanding documentation.

What you'll need to succeed

Experience of working in a financial services administration role is essential, ideally gained within an IFA practice (experience gained with a product provider also considered if used CRM systems), strong communication and organisational skills, methodical, excellent attention to detail, enjoy working as part of a team.

What you'll get in return

Highly competitive basic salary to reflect experience, good working environment, support to attain professional qualifications if desired.

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.