Ifa Administrator - Horncastle, United Kingdom - Horncastle Recruitment

Horncastle Recruitment
Horncastle Recruitment
Verified Company
Horncastle, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Job Title:
IFA Administrator

Location:
Horncastle


Job Type:
Full-time


Salary:
Based on experience


An exciting career opportunity is available with a leading, reputable, and award-winning Financial Planner, for an experienced IFA Administrator, to join it's vibrant and friendly team

A very established company, which has been successfully trading for more than 45 years' providing a professional, impartial, and friendly service to individuals and businesses. It strives to put clients' interests first whatever the circumstances.

The firm provides pension, investment, and protection advice to its clients. This role has the potential to grow within the organisation. If you have the necessary experience and skills this position will offer you a friendly platform from which to further develop your career.

IFA Administrator Role Description:

The IFA Administrator will provide support to the Adviser to ensure smooth day-to-day running of the business.

This will include new business processing, obtaining plan information from product providers as well as meeting preparation obtaining valuations and illustrations.

Maintaining back-office systems to ensure data is accurate & up to date. General administration duties such as answering the phone, dealing with general correspondence, and other basic office duties. Further responsibilities are expected to develop.


IFA Administrator Required work experience/skills:


  • Previous experience in an administrative role within an IFA/Financial company is preferable but not essential
  • Previous experience using Financial Advice platforms and software is preferable but not essential
  • Previous experience of working with Intelligent Office software is a bonus.

Successful applicant will have the following skills:

  • Accurate & efficient in data processing
  • Team player, eager to learn and develop professionally
  • Highly organised with excellent attention to detail
  • Proactive and responsible
  • Excellent communication skills both verbally and written


If you are a good team player with the above skills, great attention to details, hard working with a passion to succeed.

Please send your CV with covering letter stating why you are the right person to fill this


Benefits:


  • Company pension

Schedule:

  • 10 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Horncastle, Lincolnshire: reliably commute or plan to relocate before starting work (required)

Experience:


  • Attention to detail: 1 year (preferred)

Work Location:
One location
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