Ifa administrator Work, Jobs in Enderby, Lec (with Salaries)

Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
7d
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
10d
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
4d
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
IFA Administrator
Warwick Nub News —Leamington Spa
- £30,000 a year
- Hybrid work
- Financial services
- Employee discount
2d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme

More jobs to discover

Find similar jobs that you might be interested in.

Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
Speaking with clients and providers by telephone and email. You'll take ownership of the day-to-day administration that keeps a busy wealth management practice…
£32,000 - £37,000 a year
Quick apply
10d
Financial Services Administrator
Witcher Associates —Leicester
Liaising with clients, product providers and third parties by telephone and email. Supporting the administration of pensions, investments, protection and other…
£25,500 - £33,000 a year
Quick apply
4d

I want to receive the latest job alerts for ifa administrator in enderby, lec

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

ifa administrator jobs near enderby, lec

Client Services Administrator

Stepping Stones Financial Planning LLP
Leicester

Quick apply

Job details

Permanent | Full-time
From £28,000 a year
7 days ago

Benefits

Free parking
Company events
On-site parking

Qualifications

Financial planning
Driving Licence
Report writing
Customer service
Administrative support experience
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Job Overview
Stepping Stones Financial Planning are a friendly and well-established IFA firm, based in Desford, Leicestershire.

As our business continues to grow, we're looking for a Client Services Administrator to join us at Stepping Stones Financial Planning.

We're proud of the culture we've built; professional, supportive, client-focused and genuinely team orientated. We're looking for someone who shares those values and enjoys delivering exceptional service.

This is an excellent opportunity to join a growing independent financial planning firm where people matter, both our clients and our team. You'll play a key role in supporting advisers, looking after clients and helping us maintain the high standards of service that our clients have come to expect.

The ideal candidate will be organised, proactive, detail-focused and comfortable working in a busy environment.

Whilst previous experience within financial services or financial planning would be advantageous, we're also keen to hear from individuals with backgrounds in conveyancing, legal services, accountancy or other professional administrative roles, where accuracy, communication and client care are central to the role.

We're looking for someone who:

Reliable and consistent.
Ability to multitask several administration tasks at a time.
Has excellent communication and interpersonal skills
Is highly organised and able to manage multiple priorities
Has a strong eye for detail and takes pride in producing accurate work
Enjoys working as part of a close-knit and supportive team
Is committed to delivering exceptional client service
Is looking to build a long-term career within a professional and growing business

At Stepping Stones Financial Planning, we believe our people are our greatest asset. We invest in development, encourage progression and work together to provide outstanding financial planning and support to our clients.

If you're looking for a rewarding opportunity and would like to be part of a friendly, ambitious and growing business, we'd love to hear from you.
For further information, please email [email protected]

Job Types: Full-time, Permanent

Pay: From £28,000.00 per year

Benefits:

Company events
Free parking
On-site parking

Ability to commute/relocate:

Leicester LE9 9JJ: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

Do you have administration experience in either - Financial Services, Legal, Conveyancing or Accounting

Licence/Certification:

Driving Licence (preferred)

Work Location: In person

Quick apply

Refine Your Search

ifa administrator jobs in enderby, lec

Client Services Administrator

Financial Planning Administrator / Wealth Management Administrator

Financial Services Administrator

Wealth Planning Administrator