Senior Ifa Administrator - Shaftesbury, United Kingdom - Wessex Investment Management Limited

Description

We are seeking a highly organised and experienced Senior Administrator to join our team.

You will be responsible for overseeing administrative operations, client servicing and providing support to three financial planners and the management team.

This is a key role that requires strong administrative skills, attention to detail, and the ability to handle multiple tasks simultaneously.

You will liaise with clients, providers and colleagues and provide a pro-active approach to client servicing and business processing whilst demonstrating:

• Proven experience in an administrative role, with at least 5 years of experience working in an IFA pactice
• Strong organisational skills with the ability to prioritise tasks effectively
• Excellent written and verbal communication skills
• Knowledge of investments and pensions administration
• Knowledge of Intelliflo and platform providers systems
• Must be at ease on the telephone
• Ability to work independently with mínimal supervision
• Strong problemsolving skills and attention to detail

Job Types:
Full-time, Permanent


Salary:
£26,000.00-£30,000.00 per year


Benefits:

• Company pension
• Life insurance
• Onsite parking
• Private medical insurance
• Sick pay

Schedule:

• Monday to Friday

Work Location:
In person

Application deadline: 30/03/2024

Expected start date: 01/04/2024