IFA Administrator / Senior Administrator | Chorley | Up to 30K DOE
We are seeking an experienced IFA Administrator to join our client at their office in Chorley
A background in Financial Services is essential.
You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients
This is an office based position and provides excellent career progression.
Duties include:
Act as point of contact for all clients and providers
Maintaining client database, updating accurately
Assist with processing of new business and review packs
Other administration duties as required
You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.
Previous experience in a similar role is required.
In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects
Job Types: Full-time, Permanent
Pay: Up to £31,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
- Private medical insurance
Application question(s):
- Do you have previous experience working within Wealth Management / Financial Advice
Work Location: In person
