Ifa Administrator

1 month ago


Preston, United Kingdom Trafford & Houghton Financial Planning Ltd Full time

**Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston.

**Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.

Experience of working within the Financial Services industry is essential.

**Key responsibilities and accountabilities**:
1. Responsible for file preparation for meetings and existing business administration

2. Assisting administrators/paraplanners during busy periods and working in a team environment.

3. Other administrative duties include:
Ø Produce quotations

Ø Deal with providers

Ø Deal with clients

Ø Chase outstanding pipeline cases

Ø Opening/Franking post

Ø Scanning

Ø Filing

**Hours**:
**Mon-Thurs 9am-5pm**
**Friday 8am-4pm**

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Financial Advisory Support Occupations: 1 year (preferred)

Work Location: In person


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