IFA Support

Overview

We are seeking a highly organised and detail-oriented person to join our team at our office in Malvern. The ideal candidate will play a crucial role in supporting our operations by managing administrative tasks, facilitating communication, and ensuring the smooth running of daily activities. This position is essential for maintaining efficiency within the organisation and requires a proactive approach to problem-solving and a strong commitment to customer service.

Strong attention to detail is a pre-requisite. Experience in Financial Services would be great, but not essential.

Responsibilities

• Provide comprehensive administrative support to other team members and the Director.
• Good working knowledge of Microsoft 365, Outlook, Excel, Word etc.
• Maintain accurate records and documentation.
• Handle customer service inquiries with professionalism and efficiency, ensuring a positive experience for clients.

Skills

• Friendly, personable nature.
• A customer-focused mindset with a commitment to delivering high-quality service.
• Reliable and trustworthy
• Excellent attention to detail

Opportunities

• This is a role that could either remain as purely administration or develop into a management role or professional career.

We are a small, friendly team based in Malvern. You might be looking to start a career in financial planning, or a seasoned pro looking for a flexible, part time role. Please only apply if you understand that this is predominately an office based role in the centre of Great Malvern.

Job Types: Full-time, Part-time, Permanent, Apprenticeship, Graduate

Pay: £25,000.00-£35,000.00 per year

Benefits:

• Flexitime

Application question(s):

• Can you work in our office in Great Malvern in person.

Education:

• A-Level or equivalent (required)

Language:

• English (required)

Work authorisation:

• United Kingdom (required)

Location:

• Malvern WR14 3HA (required)

Work Location: In person