Ifa Administrator - Preston, United Kingdom - Trafford & Houghton Financial Planning Ltd

Description

Overview:
An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston.


Key Skills:

You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines.

You will need to be a team player and be happy to help other team members when required.

Experience of working within the Financial Services industry is essential.


Key responsibilities and accountabilities:

• Responsible for file preparation for meetings and existing business administration
• Assisting administrators/paraplanners during busy periods and working in a team environment.

Other administrative duties include:
Ø Produce quotations

Ø Deal with providers

Ø Deal with clients

Ø Chase outstanding pipeline cases

Ø Opening/Franking post

Ø Scanning

Ø Filing


Hours:


Mon-Thurs 9am-5pm

Friday 8am-4pm

Job Types:
Full-time, Permanent


Salary:
£25,000.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Experience:

Financial Advisory Support Occupations: 1 year (preferred)


Work Location:
In person