Financial Services Administrator

Recruiter
Resource Matters Ltd
Location
Shropshire
Salary
18000.00 - 25000.00 GBP Annual
Posted
07 Mar 2019
Closes
21 Mar 2019
Job Type
Trainee
Contract Type
Permanent

IFA Administrator

You have the opportunity to join a growing IFA Practice as an Administrator. The company pride itself upon the client-centric advice provided and the long term relationships that they foster.

You will be a key member of the well qualified administrative function providing support to the highly qualified advisory and paraplanning staff, experience of working in an IFA environment dealing with HNW Clients would be advantageous. My client champions qualifications within the advisory and support function and will provide exam and study support.

Key Skills

  • Previous experience within the IFA practices is preferred
  • Effective communication, client facing skills desirable
  • Ability to Research Products and Providers
  • Experience dealing with External Stakeholders
  • An eye for detail
  • Professional, proactive and positive attitude
  • Good product knowledge
  • Experience back office systems

The company offer a competitive package and potentially some flexibility on working hours

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