Financial Services Administrator

9 hours 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 daily tasks and activities.

Key Responsibilities:
  • Client and Provider Enquiries: Respond to client and provider inquiries in a timely and professional manner.
  • Meeting Arrangements: Arrange meetings for financial advisers, ensuring seamless coordination and communication.
  • Literature Preparation: Prepare literature for client meetings, including reports and valuations, to the highest standard.
  • Client Record Management: 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 services firm as an administrator.
  • Qualifications: Financial planning qualifications are desirable but not essential.
  • Skills: Excellent IT skills, particularly Microsoft Office, and the ability to work under pressure to meet deadlines.

O'loughlin Recruitment Ltd is an equal opportunities employer, committed to providing a diverse and inclusive work environment. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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