Ifa Administrator

3 months ago

Warrington, United Kingdom Jane Deane Recruitment Limited Full time

IFA practice is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As an Administrator, you will be responsible for providing administrative support to advisers and paraplanner.

**Responsibilities**:

- Answer and direct phone calls in a professional and courteous manner
- Performing general administration duties, scanning and filing documents, processing new business, pipeline chasing, valuations, requesting illustrations, data entry tasks and maintaining accurate records. The role also includes liaising with clients, providers and other professional connections, coordinating meetings and appointments, including scheduling and sending out reminders.
- Maintaining confidentiality of sensitive information

**Experience**:

- Previous experience in a financial services administrative role is preferred
- Proficiency in using computerized systems for data entry and record keeping
- Strong organizational skills with the ability to multitask and prioritize tasks effectively
- Excellent verbal and written communication skills.

This is a hybrid role requiring 2 days in the office. There is a requirement to work 36.25 hours per week, this can be done over 4 days if desired.

This is a great opportunity to join a progressive company offering lots of flexibIity.

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

**Salary**: Up to £28,000.00 per year

**Benefits**:

- Life insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

**Experience**:

- Financial services: 1 year (preferred)

Work Location: Hybrid remote in Warrington, WA1 2QW

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