IFA Administrator

Are you an experienced Administrator with knowledge of the finance industry?

We have a new and exciting opportunity for you in Leicestershire to join our client who is offering a great position with a strong salary, annual bonus, and an opportunity to work very closely with experienced industry professionals.

Our clients are looking for someone who has previously worked as a Financial Administrator or Mortgage Administrator for a Financial Advice Practice.

Working Pattern:

• Monday to Friday (9-5)

The successful Financial Administrator will be offered: 

• £22,000 - £30,000 basic depending on experience
• Annual Bonus 
• Career Progression

Requirements for the role of Financial Administrator:

• Experience working in Finance Advice Practice
• Experience or understanding of financial process.
• Excellent customer service and interpersonal skills
• Ability to work on own initiative and as part of a wider team
• Strong communication skills; both written and verbal 
• Attention to detail
• Organised
• Strong IT skills

Key responsibilities will include but will not be limited to:

• Processing new business applications
• Assisting with suitability reports
• Booking client reviews
• Supporting the Advisors
• Dealing with incoming calls and e-mails