Ifa Administrator - Burbage, United Kingdom - Emerald Starfish

Emerald Starfish
Emerald Starfish
Verified Company
Burbage, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Job Title - Client Relationship Administrator

Location - Leicestershire, LE10 2EF

Salary - £26,000 - £30,000 (dependent on experience)

Duration - Full Time, Permanent

Sector - Financial Services

We are Northfield Wealth, an Independent Financial Advice firm dedicated to helping people achieve financial peace of mind.

Are you an experienced administrator working in the financial services industry? Do you want to work for a forward-thinking firm that rewards its staff generously and takes their staff's well-being seriously? Are you excited about being part of a growing independent firm that puts its clients' needs ahead of profit?

The Client Relationship Manager vacancy at Northfield Wealth could be just what you are looking for. Interested ? We would love to hear from you

What we need you to bring to the team:

  • Solid administration experience, across all the Microsoft packages.
  • Experience in supporting advisers, processing pension and investment work including preparing annual review packs, processing contributions, withdrawals, and fund switches on various platforms.
  • Ability to obtain and understand information from various financial providers.
  • Exceptional written and verbal communication skills.
  • Excellent relationship management skills.
  • A strong ability to plan and prioritise workloads.
  • A strong ability and willingness to embrace change.

In return we will offer:

  • Recognition for doing a great job.
  • A great salary and benefits package.
  • Full support with further development
What's next?

Initial video interviews to be held w/c 5th December, with next stage interviews the following week


One last thing:
We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.

You may have a background of the following


Client relationship manager, financial planning administrator or financial planning assistant, financial services administrator, independent financial adviser administrator, Business administrator, Wealth management etc.


For more information, please call Emerald Starfish on Emerald Starfish are working exclusively with this client on a retained basis.

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