I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office (North East).
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
My client is a Chartered wealth planning practice based in Colchester who have been offering financial advice to their private clients for over 25 years are looking for a Financial Administrator.
10% Bonus/Study support
They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families.
Our Colchester based Mortgage client are seeking an individual with strong administration experience/ admin in a mortgage environment to join their team on a full-time basis Monday - Friday 9-6.
This role is fully office based and is offering a salary of £25000 per annum.
What will you be doing
As Administrator, your main focus will be taking paper files and inputting the data into a mortgage in principal agreement to assist service users through their credit checks.
My client is seeking a highly experienced Senior Administrator, you will be a key player in ensuring the efficient operation of their administrative processes.
You will need to be a self starter with an excellent attitude and keen ability to get things done to a high standard.
Key Responsibilities
Provide comprehensive administrative support to senior executives.
Our financial client is seeking a highly organised individual with experience providing personal assistance or administrative support to a high standard.
The role is Monday - Friday 9 - 5, Full office based in Colchester.
Working on behalf of this financial services provider based in Colchester, I am seeking an experienced IFA Administrator to deliver comprehensive support to the Financial Planner(s).
IFA Personal Administrator; Outskirts of Colchester