Ifa Administrator

7 months ago

Northampton, United Kingdom starting off Full time

Our client are a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team.

The role of an Administrator is to provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience.

**Key responsibilities include**:

- Preparing valuation reports
- Diary management
- Dealing with day-to-day client and provider enquiries
- Managing client database

**Skills and experience required**:

- Experience as an EA/Administrator is advantageous
- Strong attention to detail
- Good communication skills
- Good organisational skills
- Good MS Office skills

Company pension scheme, 25 days annual leave + bank holidays, Free parking, Career progression opportunities and Private medical insurance.

Can driver is essential due to location.

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

**Salary**: £26,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- Administrative: 4 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person

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