Job Details

IFA Administrator

Sector:Financial Services

Region : East Midlands

Location: Nottingham

Salary:

Job Ref.: LBFF12515A

Job Information

Our client a highly reputable and established IFA practice based in Nottingham requires an experienced Administrator to offer support to their growing wealth management team.

This exciting opportunity requires somebody with previous experience of an administrative role within financial services and a good understanding of an IFA practice.

Reporting into the Office manager, responsibilities within the role will include;

Liaising with clients and providers
Provide administrative and clerical support to paraplanners and consultants as required
Maintaining databases & spreadsheets, both client & company
Chasing all outstanding documentation/information/valuations
All Filing - creating new files and maintaining existing files
Experience in an office based administrative role is essential, as is good computer literacy. Candidates will need good written and verbal skills along with strong organisational skills.

This is a good opportunity to in a well-respected IFA and move into a busy and demanding position. This exciting opportunity offers real scope for career progression in a successful and rapidly growing IFA practice that like to promote from within. For more details please contact Cameron James at our Leeds Office 0113 242 9411