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Ifa administrator

Salford
Quays Wealth Services Ltd
Ifa administrator
£25,000 - £30,000 a year
Posted: 1 October
Offer description

Job Summary

We are seeking a dedicated and detail-oriented Administrator to join our team. The successful candidate will play a crucial role in supporting various administrative functions, ensuring the smooth operation of our office. This position requires strong organisational skills, effective communication abilities, and a solid understanding of financial services. The Administrator will be responsible for managing documentation, assisting with financial planning, and providing exceptional customer service.

Duties

* Prepare and maintain reports, ensuring accuracy and timeliness in report writing.
* Conduct analysis of data to support decision-making processes within the organisation.
* Assist in financial planning activities, providing necessary documentation and insights.
* Manage correspondence through Microsoft Outlook, ensuring prompt responses to inquiries.
* Utilise Microsoft Office Suite (Word, Excel) for creating documents, spreadsheets, and presentations.
* Provide excellent customer service by addressing client queries and concerns effectively.
* Organise meetings and coordinate schedules to optimise time management across teams.
* Maintain organised records and files to ensure easy access to information as needed.
* Collaborate with IT support for any technical issues that may arise within the office environment.

Experience

* Previous administrative experience is essential, preferably within the financial services sector.
* Proficiency in Microsoft Office applications including Word, Excel, and Outlook is required.
* Strong communication skills are necessary for effective interaction with clients and colleagues.
* Demonstrated organisational skills with the ability to manage multiple tasks efficiently.
* Experience in report writing and data analysis will be advantageous.
* A background in customer service will enhance your ability to meet client needs effectively. If you possess these skills and are looking for an opportunity to contribute to a dynamic team, we encourage you to apply for this exciting Administrator position.

Job Type: Full-time

Pay: From £25,000.00 per year

Benefits:

* Company pension
* On-site parking

Work Location: In person

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