Are you ready to turn your financial administration expertise into a dynamic career opportunity? Join our clients team as a Financial Services Administrator and unlock a pathway to unparalleled professional growth and success!
Competitive Salary: Up to £28,000 gross per annum.
Performance-Linked Pay Increases, Flexible Working Hours, Group Pension Scheme, Financial Qualifications: We fully sponsor your financial advice qualifications, Study Support: Dedicated study days for relevant examinations.
In the heart of our innovative Independent Financial Adviser (IFA) practice, we are seeking an individual with a passion for financial services, a penchant for detail, and the drive to evolve into a paraplanning powerhouse. This isn't just a job; it's an invitation to be part of a vibrant and supportive team where your ambitions are not just acknowledged but actively fostered.
As a key member of our team, you will be responsible for:
New business processing (investments, pensions, mortgages & life).
Valuations.
Client servicing, including switches, rebalance, withdrawals, etc.
Handling policy inquiries.
Providing general admin support, including call handling, post, typing, and meeting and greeting clients.
To be considered:
Has previous experience working within an Independent Financial Adviser practice.
Has excellent attention to detail and high standards of accuracy.