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Ifa Administrator
2 weeks ago
**Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston.
**Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.
Experience of working within the Financial Services industry is essential.
**Key responsibilities and accountabilities**:
1. Responsible for file preparation for meetings and existing business administration
2. Assisting administrators/paraplanners during busy periods and working in a team environment.
3. Other administrative duties include:
Ø Produce quotations
Ø Deal with providers
Ø Deal with clients
Ø Chase outstanding pipeline cases
Ø Opening/Franking post
Ø Scanning
Ø Filing
**Hours**:
**Mon-Thurs 9am-5pm**
**Friday 8am-4pm**
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
**Experience**:
- Financial Advisory Support Occupations: 1 year (preferred)
Work Location: In person
