Financial Services Administrator
6 days ago
Job Title: IFA Administrator/Junior Paraplanner
Industry: Financial Services
Location: Northampton
Salary: Up to £26,000
Job Description:
About the Role:
We are seeking a highly organized and motivated individual to join our team as an IFA Administrator/Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and assisting with the preparation of financial plans and reports.
Key Responsibilities:
- Provide administrative support to financial advisors, including data entry, document preparation, and filing.
- Assist with the preparation of financial plans and reports, including gathering data and conducting research.
- Develop and maintain knowledge of financial products and services, including insurance, investments, and pensions.
- Build relationships with clients and provide excellent customer service.
- Contribute to the development of new business opportunities and help to grow the business.
Requirements:
- 2+ years of experience working in a financial services administration role.
- Started studying towards Level 4 Diploma in Financial Services.
- Highly organized and able to prioritize tasks effectively.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
About Us:
Recruit UK is a specialist recruitment agency in the financial services sector. We have a strong reputation for providing high-quality candidates to our clients and have a proven track record of success in placing candidates in financial services roles.
What We Offer:
- A competitive salary of up to £26,000.
- Opportunities for career development and progression.
- A supportive and collaborative team environment.
- Excellent training and development opportunities.
- A comprehensive benefits package, including pension contribution and group life cover.
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