IFA Administrator Job in Swadlincote

IFA Administrator Job in Swadlincote. Apply for the latest Swadlincote jobs in Accounting/Financial/Insurance.

IFA Administrator Job in Swadlincote

Job Description
Our clients, a well-respected firm based in Derbyshire are looking to recruit an experienced IFA Administrator to join their busy Financial Services practice. Due to business growth, they require an additional member of staff to take on the workload of the three Financial Advisors within the firm.

To be considered for this IFA Administrator position, you will need:

Experience within an IFA

Knowledge of pensions, investments, mortgages and protection is desirable but not essential as training will be provided

Good IT Skills

Excellent communication skills

Organisational skills

In this IFA Administrator position, your responsibilities will include:

Reporting to the Operations Manager

Making telephone calls to clients and providers

Submitting applications and chasing through to completion whilst keeping the client and IFA updated

Updating and creating new client records

General office duties e.g. filing, scanning, shredding

Greeting clients, arranging refreshments

Diary organisation

Other ad-hoc duties when required

To be considered for this IFA Administrator role, you must have the following:

Excellent communication skills – written, verbal and interpersonal

IT – MS 360 (word, excel, outlook)

Able to prioritise

Ability to work alone as well as part of a team

Self-motivated

Ability to learn new systems, update and record client data

Process applications and monitor progress

Excellent organisational skills

Excellent attention to detail

Familiarity with office procedures is desirable

Previous experience in Financial Services

Knowledge of Intelligent Office back office system and Dynamic Planner

Qualifications within FS or studying towards

Working hours:

Monday – Friday

9 am – 5 pm

1 hour paid lunch

Office based

For the successful IFA Administrator, our clients are offering the following:

Salary of £20,000 – £25,000 

23 days annual leave plus bank holidays

7 days of paid sick leave

Death in Service benefit following a successful probationary period

Option to pursue a career in FS paid qualifications and study material

Free on-site car park

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Swadlincote
Category: Accounting/Financial/Insurance
City: High Cross Bank
County: Derbyshire
Country: United Kingdom
Salary: £20000 – £25000/annum
Benefits: