Ifa Administrator - Warrington, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Warrington, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA practice is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As an Administrator, you will be responsible for providing administrative support to advisers and paraplanner.

Responsibilities:

Answer and direct phone calls in a professional and courteous manner
Performing general administration duties, scanning and filing documents, processing new business, pipeline chasing, valuations, requesting illustrations, data entry tasks and maintaining accurate records. The role also includes liaising with clients, providers and other professional connections, coordinating meetings and appointments, including scheduling and sending out reminders.
Maintaining confidentiality of sensitive information

Experience:

Previous experience in a financial services administrative role is preferred
Proficiency in using computerized systems for data entry and record keeping
Strong organizational skills with the ability to multitask and prioritize tasks effectively
Excellent verbal and written communication skills.

This is a hybrid role requiring 2 days in the office. There is a requirement to work 36.25 hours per week, this can be done over 4 days if desired.

This is a great opportunity to join a progressive company offering lots of flexibIity.

Job Types:
Full-time, Permanent

Salary:
Up to £28,000.00 per year

Benefits: