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Financial Services Administrator
2 months ago
Industry: Financial Services
Location: Northampton
Salary: Up to £26,000
Job Reference: 9242
About the Role:We are seeking an IFA Administrator/Junior Paraplanner to join our team in Northampton. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our office.
Key Responsibilities:- Provide administrative support to our financial advisors, including data entry, document preparation, and filing.
- Assist with the preparation of client reports and presentations.
- Develop and maintain accurate and up-to-date records and databases.
- Provide excellent customer service to our clients, responding to their queries and concerns in a timely and professional manner.
- Work closely with our financial advisors to ensure that all client needs are met.
- 2+ years of experience working as an IFA Administrator.
- Started studying towards Level 4 Diploma.
- Highly organized and able to prioritize tasks effectively.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
Recruit UK is a specialist recruitment agency in the financial services sector. We have a strong reputation for providing high-quality recruitment services to our clients and candidates. We are passionate about helping our clients find the best talent in the industry and supporting our candidates in their career development.
We offer a competitive salary and benefits package, including pension contribution, on-site parking, group life cover, and the opportunity to earn a bonus. We also offer a range of training and development opportunities to help you progress in your career.
If you are a motivated and organized individual with a passion for financial services, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information].
