Job Details

Home Based IFA Practice Manager Administrator

Sector:Financial Services

Region : East Midlands

Location: Home based, office based in Staffordshire

Salary: £27,000 to £33,000 Neg

Job Ref.: CL2601PMC

Job Information

Our Clients, with offices in Burton on Trent and London, are an award winning Financial Planners Wealth Managers, established in 2005, who have built a business in expert financial planning, and have attracted a team of some of the most expert financial planning and investment professionals in the UK.

Their expert areas are:

Financial Planning, Retirement Planning, Investment Planning, Inheritance Tax Planning, Protection Planning, Long Term Care Planning, Business Planning

Due to this success they require a home based Practice Manager Administrator to support their back office function.

The role will involve:

You will need to be able to have a high level of familiarity with financial services jargon

File important client and provider emails

Scan post and link to the back-office system

Be extremely I.T. literate especially using Microsoft Teams/Outlook/Excel/Word and Docusign

Be very organised

The role is primarily home based (equipment provided).

Salary £27,000 - £33,000 neg dependant on experience.