Ifa administrator (exclusive to taylor james) Work, Jobs in Ramsbottom, Gtm (with Salaries)

IFA Administrator
Christian Douglass Group Ltd —Manchester
- £24,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
5d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
9d

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ifa administrator (exclusive to taylor james) jobs near ramsbottom, gtm

IFA Administrator

Christian Douglass Group Ltd
Manchester

Quick apply

Job details

Permanent | Full-time
£24,500 - £28,000 a year
5 days ago

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Overview

We are seeking an organised and detail-oriented IFA (Independent Financial Advisor) Administrator to support our financial services team. This role involves managing administrative tasks, and providing exceptional support to financial advisors and clients. The ideal candidate will possess strong communication skills, proficiency in Microsoft Office, and good understanding of financial planning processes. This paid position offers an excellent opportunity for individuals interested in developing a career within the financial services sector.

Salary is age and experience dependent (and in will be in line with UK National Minimum Wage regulations).

Duties

Prepare and maintain accurate reports related to financial planning and client portfolios.
Manage client records and ensure all documentation complies with regulatory standards.
Handle correspondence with clients via email and telephone, providing excellent customer service.
Utilise Microsoft Word, Excel, and Outlook to draft reports, and manage communications efficiently.
Support the team with administrative duties such as , maintaining client records, and processing paperwork.
Assist in the preparation of financial documents and presentations for client reviews.

Requirements

Experience in an administrative role within the financial services sector or similar environment.
Strong report writing and analysis skills to interpret financial data accurately.
Excellent organisational skills with the ability to prioritise tasks effectively.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; familiarity with IT systems.
Good communication skills, both written and verbal, to liaise professionally with clients and colleagues.
Knowledge of financial planning processes and customer service principles is desirable.
Ability to manage time efficiently and work under pressure to meet deadlines.
Attention to detail is critical to ensure accuracy in all aspects of work.

This role offers a friendly environment where organisation and a proactive approach are valued highly. The successful candidate will play a vital part in supporting our team’s commitment to delivering outstanding financial advice and service to our clients.

Pay: £24,500.00-£28,000.00 per year

Ability to commute/relocate:

Manchester, Greater Manchester: reliably commute or plan to relocate before starting work (preferred)

Work authorisation:

United Kingdom (preferred)

Work Location: In person

Quick apply

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ifa administrator (exclusive to taylor james) jobs in ramsbottom, gtm

IFA Administrator

IFA Administrator

Client Relations Administrator

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Administrator (Financial Services)

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