Financial Administrator - Stamford, United Kingdom - Landmark IFA Ltd

Description

Landmark IFA Ltd - Stamford Full time

Landmark IFA, Wealth Management firm based in Stamford is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional Advisers.

The hours of work are 9.00am-17:00pm working in our Stamford Office.


Key skills and knowledge required:

• Previous experience within fastpaced financial planning practice
• Meet the daytoday administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
• To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team
• To plan, prioritises and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
• To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department's business using appropriate tools as necessary.

Personal Profile:

• Minimum of 1 years' experience in the financial services industry or a desire progress in the industry by taking financial exams, which Landmark IFA LTD provided full support and funding.
• Have a professional, proactive, and positive attitude.
• Analytical with a keen eye for detail.

Standard Benefits:

• Company pension scheme
• Death in Service Cover
• 20 days holiday, plus Bank Holidays and time off at Christmas

Additional benefits

• Annual company get togethers
• Office snacks and refreshments

The successful applicant will have a working knowledge of Microsoft Office programs. In addition, applicants must be able to demonstrate the Right to Work in the UK.

Mrs. Lydia Merifield,

Administration Manager,

Warden's House,

4 Broad Street,

Stamford,

PE9 1PB

Landmark IFA, a Wealth Management firm based in Stamford, is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional advisers.

The hours of work are 9.00am-17:00pm working in our Stamford Office.


Key skills and knowledge required:

• Previous experience within fastpaced financial planning practice
• Meet the daytoday administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
• To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team

.

• To plan, priorities and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
• To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department's business using appropriate tools as necessary.

Personal Profile:

• Minimum of 1 years' experience in the financial services industry (desirable, although all training is provided).
• Have a professional, proactive, and positive attitude.
• Analytical with a keen eye for detail.

Additional Benefits:

• EOT Company
• Company pension scheme
• Death in service benefit
• Sickness policy (once completed probation period)
• 20 days holiday, week off between Christmas and New Year plus Bank Holidays
• Parking permit (working in the office 5 days)
• Social events

The successful applicant will have a working knowledge of Microsoft Office programs. In addition, applicants must be able to demonstrate the Right to Work in the UK.


Benefits:

• Company pension

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (required)

Work Location:
In person


Reference ID:
Indeed/LJM