IFA Administrator position based in Shrewsbury working for a well known financial services organisation. This role offers flexible starting and finishing times.
Client Details
This opportunity is with a well-established, large organisation within the Financial Services sector based in Shrewsbury who are looking for an experienced IFA Administrator.
Description
Handling incoming and outgoing communication, including calls and emails
Assisting in the preparation of reports and presentations
Coordinating meetings, including scheduling and preparation of materials
Ensuring office supplies are maintained and organised
Supporting the implementation of new administrative systems
Monitoring the transfers of assets/cash to or from other institutions.
ISA subscriptions and transfers.
Processing of payments.
Liaising with colleagues within Business Support regarding administration of client accounts.Profile
A successful IFA Administrator should have:
Previous experience working for a wealth management organisation is desirable but not essential
Excellent organisational skills and attention to detail
Strong written and verbal communication abilities
Proficiency in Microsoft Office Suite and other administrative software
Ability to manage multiple tasks and projects simultaneously
Can commute to ShrewsburyJob Offer
Competitive salary
Great benefits
25 days annual leave plus bank holidays
Monday to Friday with flexible working hours
Free parking