Job Information

Overview: An excellent opportunity for an experienced Administrator has arisen to join our client, a small reputable IFA practice in Preston on a 12 month contract covering maternity leave. The position may develop into a permanent role though.


Reports to: Directors,


Key Skills: You will need to have worked within the Financial Services industry and have a working knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.


Experience using Intelligent Office and O&M, would put candidates at an advantage.


Key responsibilities and accountabilities:
1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
6. Other administrative duties include:
• Submit new business applications
• Produce quotations
• Deal with providers
• Deal with clients
• Chase outstanding pipeline cases
• Chase outstanding fees
• Award in Financial Administration qualification would be preferred.
• If not already qualified to diploma level, should be part qualified or keen to progress further.


Salary: Up to £22,500 per annum dependant on experience


Contract: 12 month contract covering maternity leave (commencing from December 2015)


Hours: Monday : Friday (37.5 hours per week)