Financial Services Administrator

18 hours ago


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

O'loughlin Recruitment Ltd is seeking a skilled IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office. The ideal candidate will have experience working within a Financial Advisor firm as an Administrator and possess strong team player skills with excellent interpersonal and communication abilities.

Key Responsibilities:

  • Manage day-to-day client and provider enquiries
  • Arrange meetings for financial advisers
  • Prepare literature for client meetings, including reports and valuations
  • Input new business and maintain client records on back-office systems in line with company and FCA compliance regulations

Requirements:

  • Strong administrative skills with experience in a Financial Advisor firm
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Proficiency in Microsoft Office and relevant IFA back-office systems

About the Role:

This is a fantastic opportunity for a motivated and organized individual to join a well-established Independent Financial Adviser firm. The successful candidate will be responsible for providing administrative support to a team of financial advisers, ensuring the smooth operation of the office and delivering exceptional customer service.

What We Offer:

O'loughlin Recruitment Ltd is an equal opportunities employer and offers a competitive salary and benefits package to the successful candidate.



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