Ifa administrator Work, Jobs in Long Clawson, 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
Quick apply
11d
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
8d
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
14d

More jobs to discover

Find similar jobs that you might be interested in.

Operations Administrator
Zen Legal Limited —Leicester
Provide excellent customer service via telephone, email, and other communication channels. Handle inbound and outbound customer communications professionally…
£25,000 - £28,000 a year
Quick apply
10d
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
Whilst previous experience within financial services or financial planning would be advantageous, we're also keen to hear from individuals with backgrounds in…
From £28,000 a year
Quick apply
11d

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

Client Services Administrator

Stepping Stones Financial Planning LLP
Leicester

Quick apply

Job details

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

Benefits

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
Conveyancing experience
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
On-site parking

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 long clawson, lec

Client Services Administrator

Financial Services Administrator

Financial Planning Administrator / Wealth Management Administrator

More jobs to discover

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

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected