Ifa administrator

Our clients are seeking an experienced IFA Administrator to join their team in Burrow-in Furness. They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working. Working Hours: Monday to Friday 9 am – 5 pm Hybrid working (1 day from home) For the successful IFA Administrator, our clients are offering the following: £23,000 - £30,000 (DOE) 22 days holiday bank holidays Career Progression (Exams paid for) Healthcare scheme Standard pension contribution DIS insurance Staff Discounts Requirements for the role of Financial Administrator: Experience working in Finance Advice practice Experience or understanding of financial process. Excellent customer service and interpersonal skills Ability to work on own initiative and as part of a wider team Strong communication skills; both written and verbal Attention to detail Organised Strong IT skills Key responsibilities will include but will not be limited to: Processing new business applications Assisting with suitability reports Booking client reviews Supporting the Advisors Dealing with incoming calls and e-mails