Financial Services Specialist

1 month ago


Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

Job Title: IFA Administrator

Location: Bury St Edmunds

About the Company: Our client is a well-established financial services company that provides a range of services to individuals and businesses.

Job Summary: We are seeking an experienced IFA Administrator to join our team. The successful candidate will be responsible for providing administrative support to our financial services team, including managing client relationships, processing transactions, and maintaining accurate records.

Key Responsibilities:

  • Manage client relationships and provide exceptional customer service
  • Process transactions and maintain accurate records
  • Assist with the preparation of financial reports and presentations
  • Maintain confidentiality and handle sensitive information with discretion
  • Work collaboratively with the financial services team to achieve business objectives

Requirements:

  • Proven experience in a financial services administration role
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office and financial software

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career development and progression
  • Collaborative and dynamic work environment
  • Free parking and on-site facilities

How to Apply: If you are a motivated and experienced IFA Administrator looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].



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