Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
I am recruiting for an experienced Administrator which is a hybrid role working a minimum of 2 days in the office the rest you will work from home as the Administrator you will be part of a small existing team to work in NG2 with career development, as the Administrator you will work Monday - Friday 9am - 5pm with an hour for lunch and this client when you are in the office have a canteen to allow you to step away from work and relax during your break.
As the Administrator your role is to provide, proactive, high level support to the legal departments, taking ownership for managing allocated client accounts and service levels and ensuring that client expectations are exceeded.
As the Administrator some of your duties include
Management and submission of regular MI reports, including the coordination of responses across multiple departments.
As the Administrator we are looking for the following
We are recruiting for an experienced Administrator to work in Leicester to be part of a small team where career development is there for the right candidate, our client can offer flexibility when it comes to hours either 9am - 5.30pm or 8am - 4.30pm and our client is going from strength to strength
To drive the standard in customer service levels through the efficiency of the administration function.