Posted by Page Personnel Finance • £25K/yr to £30K/yr
We are working with a successful financial services organisation in Ormskirk to recruit for an IFA Administrator to join their growing administration function.
This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team.
They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers.
Reed Financial Services are delighted to represent a firm of professional Chartered Independent Financial Advisors seeking a Financial Services Administrator to provide essential support to the business and Advisors.
This role is ideal for individuals who are passionate about helping others achieve their financial goals and are adept at managing administrative tasks in a financial setting.
Responsibilities
Work closely with the Advisor on all aspects of their day-to-day work with clients.
Reporting to the Office Manager to act as a Customer Liaison Administrator to support the day-to-day running of the office, ensuring administration services are provided for company staff and as product experience grows, for current and new clients.
Main responsibilities will include maintaining contact with existing customers, working to understand their needs and providing specific support and upselling.
Job Overview
We are looking for a dynamic, well-spoken, articulate individual who has proven high-end customer service and administration skills.
You will ensure all admin tasks are completed in a timely and accurate manner.
We have an Apprenticeship Opportunity to work within our busy office, providing admin support to our Contracts, Building and Installation teams.
We are a leading home improvement company supplying Conservatories, Orangeries, Double Glazing Windows and UPVC doors in Cheshire, Lancashire, Staffordshire, Merseyside, and Greater Manchester.