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Financial Services Administrator

2 months ago

Warrington, Warrington, United Kingdom O'loughlin Recruitment Ltd Full time
IFA Administrator Job Opportunity

O'loughlin Recruitment Ltd is seeking a skilled IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office. The ideal candidate will have experience working within a Financial Advisor firm as an Administrator and possess strong team player skills with excellent interpersonal and communication abilities.

Key Responsibilities:

  • Manage day-to-day client and provider enquiries
  • Arrange meetings for financial advisers
  • Prepare literature for client meetings, including reports and valuations
  • Input new business and maintain client records on back-office systems in line with company and FCA compliance regulations

Requirements:

  • Strong administrative skills with experience in a Financial Advisor firm
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Proficiency in Microsoft Office and relevant IFA back-office systems

About the Role:

This is a fantastic opportunity to join a well-established Independent Financial Adviser firm and contribute to delivering high-quality customer service. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply.