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IFA Administrator - Wroxham

  • Location

    Aylsham, Norfolk

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £18000 - £25000 per annum

  • Email:

    olivercliffe@gcbrecruitment.co.uk

  • Job ref:

    GCBOC215_1554994523

  • Consultant:

    Oliver Cliffe

  • Published:

    8 days ago

  • Expiry date:

    2019-05-11

Our clients, a well-established and trusted IFA are currently looking to recruit a Financial Administrator for their growing team close to the Norfolk Broads. They have recently won several awards and have become chartered putting them up with some of the top firms in the UK.

They are looking for a professional individual to fit into their growing administration team to assist the advisors. Ideally, they would like a candidate with direct experience of working in an IFA as an administrator, but they would also look at an individual with transferable skills and experience of working within financial services.

Responsibilities:

  • Ensuring documents and processes are compliant
  • Answering phone calls
  • Obtaining information.
  • Servicing client's requests
  • Working closely with the advisors
  • Updating files and generic administrative assistance.

Requirements:

  • Must be process driven and have GREAT attention to detail
  • Professional and discrete with the ability to complete tasks in an efficient manner
  • Excellent computer skills including Word and Excel
  • Excellent verbal and written communication skills
  • Well-presented and professional

In return for this role, my clients are looking to offer a basic salary of between £18,000 - £25,000 depending on experience.


Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.