Ifa Administrator - Swadlincote, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment
GCB Agency Recruitment
Verified Company
Swadlincote, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Our clients, a well-respected firm based in Derbyshire are looking to recruit an experienced IFA Administrator to join their busy Financial Services practice.

Due to business growth, they require an additional member of staff to take on the workload of thethree Financial Advisors within the firm.


To be considered for this IFA Administrator position, you will need:

  • Experience within an IFA
  • Knowledge of pensions, investments, mortgages and protection is desirable but not essential as training will be provided
  • Good IT Skills
  • Excellent communication skills
  • Organisational skills

In this IFA Administrator position, your responsibilities will include:

  • Reporting to the Operations Manager
  • Making telephone calls to clients and providers
  • Updating and creating new client records
  • General office duties e.g. filing, scanning, shredding
  • Greeting clients, arranging refreshments
  • Diary organisation
  • Other adhoc duties when required

To be considered for this IFA Administrator role, you must have the following:

  • Excellent communication skills
  • written, verbal and interpersonal


  • IT

  • MS 360 (word, excel, outlook)
  • Able to prioritise
  • Ability to work alone as well as part of a team
  • Selfmotivated
  • Ability to learn new systems, update and record client data
  • Excellent organisational skills
  • Excellent attention to detail
  • Familiarity with office procedures is desirable
  • Previous experience in Financial Services
  • Knowledge of Intelligent Office back office system and Dynamic Planner
  • Qualifications within FS or studying towards

Working hours:


  • Monday
  • Friday
  • 9 am 5 pm
  • 1 hour paid lunch
  • Office based

For the successful IFA Administrator, our clients are offering the following:

  • Salary of £20,000
  • £25,000
  • 23 days annual leave plus bank holidays
  • 7 days of paid sick leave
  • Death in Service benefits following a successful probationary period
  • Option to pursue a career in FS paid qualifications and study material
  • Free onsite car park
This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage
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