Ifa Office Administrator

6 days ago


Solihull, United Kingdom Finlink Ltd Full time

An excellent opportunity for a financial advice administrator to join a directly authorised company in Solihull. The firm is looking for another office administrator to join the team full-time with the aim todevelop into the office manager.

The Company:

- A leading financial advice and accountancy firm with over 40 years experience which largely focusses on investment and pension advice
- Small, close-knit team looking for their next addition
- The firm looks out for its employees by using nice offices with facilities such as a free fitness suite, subsidised restaurant and free parking

The Benefits:

- A basic salary of up to £30,000
- Looking for someone to shadow the office manager with the intention of taking over the role in several years
- Office-based initially but the potential to work from home once established in the role
- Annual performance based bonus
- Pension Scheme

The Role
- You will be supporting advisors by attending client meetings, preparing documents and investment valuations.
- Other duties include general admin such as new business tracking and dealing with client enquiries
- Monday - Friday, 9.00am - 5.30pm


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