Financial Services Administrator

4 days ago


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

O'loughlin Recruitment Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team in Cheadle. As an IFA Administrator, you will provide essential support to a team of Independent Financial Advisers, ensuring the smooth operation of the office.

Key Responsibilities:
  • Client and Provider Enquiries: Respond to day-to-day client and provider enquiries in a professional and timely manner.
  • Meeting Arrangements: Arrange meetings for the financial adviser, ensuring seamless communication and coordination.
  • Literature Preparation: Prepare literature for client meetings, including reports and valuations, to the highest standard.
  • Client Records: Input new business and maintain accurate client records on back-office systems, adhering to company and FCA compliance regulations.
Requirements:
  • Experience: Proven experience working within a Financial Advisor firm as an Administrator.
  • Skills: Strong team player with excellent interpersonal skills, ability to communicate effectively, and excellent IT skills, particularly Microsoft Office.
  • Qualifications: Ideally qualified with some financial planning qualifications, although this is not essential.

O'loughlin Recruitment Ltd is an equal opportunities Employer and adheres to all relevant legislation, offering services regardless of age, race, sex, disability, or religious belief.



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