THE COMPANY: We are currently working with a fantastic business, based in Accrington, who are looking to recruit an experienced Administrator to join their team.
This is a great opportunity to join a well-established wholesaler, who were founded over 30 years ago and continue to grow year-on-year.
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
You will be responsible for overseeing various aspects of the business operations, including sales, finance, processing, reporting, and general administration.
Antony James Recruitment Ltd are delighted to be working with an established group in recruiting a Business Administrator.
Main Duties
Managing sales orders, coordinating with sales teams, and ensuring efficient order processing and fulfilment.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
I am partnering exclusively with my client based in Goosnargh, Preston, in their search for an Administration Manager.
Reporting into one of the Directors you will take responsibility for the following:
This is a busy and varied role, and a great opportunity to lead the small team of Administrators / Customer Service Advisors, in a business that pride themselves on delivering exceptional customer service.