Administrator - IFA

Job Title – Administrator – Wealth Management  

Location – Leicestershire, LE10 2EF

Salary – £26,000 – £30,000 (dependent on experience)

Duration – Permanent, full time or reduced hours.

Sector – Financial Services

Are you an experienced administrator in the financial or professional services industry? Do you want to work for a forward-thinking firm that rewards its staff generously and takes their staff’s well-being seriously? Are you excited about being part of a growing firm that puts its clients’ needs ahead of profit? 

We are True Potential Wealth Management, a financial advice firm based in Burbage. We have been established for 11 years and provide pension, investment, and insurance advice. We have a fantastic reputation and are renowned for being generous and caring employers. Would you like to join us?

What we need you to bring to the team:

•    High level of written and verbal client communication skills with the ability to build strong client relationships dealing with customer issues and queries.

•    Solid administration experience, across all the Microsoft packages.

•    Experience in supporting financial advisers or working within professional services, processing pension and investment work including preparing for annual reviews, obtaining information from financial providers and booking in client meetings.  

•    Experience in handling and qualifying initial leads.

•    A strong ability to plan and prioritise workloads.

In return we will offer:

•    A great salary and 33 days of holiday (including bank holidays)

•    Full support and training provided 

•    Modern office environment and supportive team to work with 

What’s next?

If you are ready to join us, then click apply and complete the short application process (3-4 mins).  We will then feedback to all applicants within 5 working days.

Initial video interviews are to be held the week commencing 25th November, with next stage interviews the following week

One last thing:

We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.

You may have a background in the following

Client relationship manager, client administrator, Client Relationship, Client experience co-ordinator, Client services, client co-ordinator, Client coordinator, financial planning administrator or financial planning assistant, financial services administrator, financial administrator, independent financial adviser administrator, Business administrator, etc.

For more information, please call Emerald Starfish on (phone number removed).  Emerald Starfish are working exclusively with this client on a retained basis.

NO AGENCIES PLEASE