Financial Services Administrator

10 hours ago


Cambridge Batch, United Kingdom Premier Jobs UK Full time

{"title": "Entry-Level IFA Administrator Role", "description": "We are seeking an experienced Entry-Level IFA Administrator to join our team in North Somerset. As an IFA Administrator, you will be responsible for providing high-quality support to our team of Chartered Financial Planners. Your duties will include managing client records, ensuring compliance with regulatory requirements, preparing application forms, and processing new business and servicing cases. You will also be responsible for chasing progress of applications, informing Financial Advisers of any issues, and preparing client portfolio valuations and review documents.

Requirements:

* You should have experience as an Administrator within a role which has multiple cases for you to manage while meeting hard deadlines
* You should be passionate about providing high-quality client service to all
* You must have excellent numeracy and literacy skills (GCSE grades A – C or 4 – 9)
* You must be competent using Microsoft Office products and industry software

Benefits:

* Salary of £25,000 - £28,000 depending on experience
* Plus company benefits available immediately include group life cover, group income protection
* Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
* Office-based role
* Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
* 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day's birthday leave and 1 day for charity/community work each year

Location:

North Somerset

Liability and Disclaimer:

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on-target earnings are accurate, we give no representation or warranty in respect of such information.

No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.", "lang_code": "en"}



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