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Administrator

3 months ago

Grimsby, United Kingdom Ortus PSR Full time

We are seeking a dedicated individual to take on the role of Financial Services Administrator at leading Financial Advise firm. This role offers flexibility in working hours, with part-time options of 3 or 4 days a week, and the possibility of full-time arrangements. The successful candidate will be based out of our clients Grimsby office, providing crucial support to a financial adviser who manages a substantial client base. You will be working with another Administrator to support the IFA with managing their client base.

We are interested in hearing from professional who are looking to start a career in Financial Planning 

Salary scale for an IFA Administrator is up to £26,000

Flexible working arrangements to support a healthy work-life balance.

Employee Ownership Trust (EOT) bonus opportunities.

Support for career progression, including financial support for relevant exams.

Key Responsibilities:

Assist the financial adviser in day-to-day administrative tasks.

Collaborate with an existing administrator to efficiently manage the workload.

Potential involvement in supporting other administrators within the office when necessary.

Qualifications and Experience:

While some financial services experience is preferred, we welcome candidates from other professional backgrounds.

Willingness to learn and adapt to the financial services industry.

Strong organisational and communication skills.