- Performing general administrative tasks such as answering phone calls, responding to emails and managing correspondence
- Maintaining and updating filing systems, databases and records
- Processing new business applications using online platforms
- Pipeline chasing
- Compiling quotations and projections
- Supporting the advisers with various administrative tasks as assigned
Requirements
- Proven experience in an IFA practice
- Proficient in Microsoft Office Suite (Word, Excel)
- Excellent written and verbal communication skills
- Strong organizational and time management abilities
- Attention to detail
- Ability to handle confidential information with discretion
- Ability to work independently and as part of a team
Job Types: Full-time, Permanent
Pay: Up to £35,000.00 per year
Benefits:
- Company pension
- Free parking
- Life insurance
Experience:
- financial services administration: 2 years (preferred)
Work Location: In person
