IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000
Are you an experienced financial planning administrator?
Do you love working in administration and wish to take your career in sales support as far as you can?
Are you an administration manager in the making?
This is a great opportunity to join a business that is established and growing. We are a company that has proven processes yet we're also open to new ideas. If you can suggest things that will improve our efficiency and enhance the service we give to our clients, were happy to hear. The financial planning administrator role is key to our business success, and you can take your administration career with us as far as you wish. Whether you are looking to remain working as part of a team or become an administration manager in the future, wed love to hear from you.
The role
Reporting to the Operations Manager, this is a full-time role with 2-3 days in the office and the rest of the time at home. Duties will include:
1. Providing administrative support to financial advisers in the processing and submitting of new business, and ongoing servicing of existing clients.
2. Maintaining the client database to ensure it is accurately up to date at every stage of the administrative process a...