Senior Financial Administrator
1 month ago
Manchester
Salary up to GBP35,000 (Experience dependent)
26 days holiday, You will receive an additional days leave on your Birthday
Full exam support
Death in service
Hybrid working (3 days from home)
Our client, a highly progressive and buoyant Firm of Independent Financial Planners, maintains an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of their continued ongoing growth and recent promotions, an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support.
- Processing new business, providing Client illustrations and valuations.
- Dealing with client/provider queries over the phone and via email.
- Maintaining client records on back-office system.
- Cover receptionist duties such as post, phone calls, greeting clients, and dealing with third-party suppliers.
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