Job type
PermanentLocation
CreweWorking Pattern
Flexible Working,Full-timeSpecialism
Financial Services OperationsIndustry
Banking & Financial ServicesPay
To £35,000 + benefits
Financial Services (IFA) Administrator: To £35,000 + benefits: Cheshire
Your new company
Due to growth, a new opportunity has arisen within a highly reputable, well-established firm of IFAs for an experienced administrator. A very supportive and friendly team culture. The role will suit an experienced administrator seeking a long-term move with a stable, well-run business or an administrator seeking to build upon their financial services knowledge.
Your new role
Providing support to advisers in a varied role dealing with all aspects of administration in financial planning including investments, pensions, life assurance, mortgages. This will include assisting advisers to prepare for client meetings, being a key point of contact for clients for administration enquiries, contacting product providers to chase outstanding information, uploading information accurately on back-office systems. Full support provided to study towards professional qualifications if desired.
What you'll need to succeed
Proven administration experience gained within financial services, excellent communication skills, strong client servicing skills, good IT skills.
What you'll get in return
In addition to a highly competitive salary and package, this is an excellent opportunity to join a firm that offers good working conditions and will invest in you and your career for the long term.
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 about your career.
Due to growth, a new opportunity has arisen within a highly reputable, well-established firm of IFAs for an experienced administrator. A very supportive and friendly team culture. The role will suit an experienced administrator seeking a long-term move with a stable, well-run business or an administrator seeking to build upon their financial services knowledge.
Your new role
Providing support to advisers in a varied role dealing with all aspects of administration in financial planning including investments, pensions, life assurance, mortgages. This will include assisting advisers to prepare for client meetings, being a key point of contact for clients for administration enquiries, contacting product providers to chase outstanding information, uploading information accurately on back-office systems. Full support provided to study towards professional qualifications if desired.
What you'll need to succeed
Proven administration experience gained within financial services, excellent communication skills, strong client servicing skills, good IT skills.
What you'll get in return
In addition to a highly competitive salary and package, this is an excellent opportunity to join a firm that offers good working conditions and will invest in you and your career for the long term.
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 about your career.