IFA Administrator, BB4

Due to training and promotion, an IFA Administrator position has become available at a reputable and progressive wealth management firm in Rossendale. The position will involve working in collaboration with a team of Financial Advisers, providing strong administrative support including diary and appointment management as well as dealing with customers. You will ensure that you are providing a consistently high level of support. Responsibilities ? To support Financial Advisers with administrative duties. ? You will obtain information, quotes and product details, and provide comparisons for analysis. ? You will prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign. ? Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels. ? Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines ? Maintaining a thorough knowledge of individual and departmental responsibilities ? Support with diary management and other administrative duties as required Experience Required ? Work within an admin role within financial services ? Work within a regulated, office environment ? Proven track record of working accurately within defined processes ? Good numeracy and literacy skills ? The ability to thrive in a challenging, fast paced environment ? Willingness to learn new systems, concepts and broaden knowledge in the industry ? Ability to effectively manage and prioritise multiple tasks with a structured approach ? Highly motivated and willing to embrace change ? Good attention to detail ? Strong IT skills including advanced knowledge of Microsoft Excel to produce Management Information This is a fantastic opportunity for someone who has gained some experience as an IFA Admin and wants to continue their knowledge within financial services. The working hours are Monday to Friday, 9am - 4:45pm. They are offering a desirable salary and benefits package. Please apply today or contact Sophie at Square Peg Associates for more information