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Junior IFA Administrator, Leicester (JR-1956)

£19000 - £23000 plus benefits
Are you looking for a new opportunity to start a career within Financial Planning?
We are looking for a dedicated and passionate candidate with an interest in Financial Services and a desire to learn!
Our client is a market leading provider of financial services to both private and corporate clients, covering all aspects of Financial Planning and Wealth Management. This includes all types of Pensions, Investments and insurances.
As an IFA Administrator, you will provide support to the administration team on a range of different client cases.
Duties and Responsibilities include:
  • Meeting and greeting visitors.
  • Managing incoming and outgoing post
  • Generate valuations for adviser meetings.
  • Making enquires to various platforms and providers to assist the senior administrator in business processing.
  • Answering incoming calls.
  • Maintain accurate and up-to-date records of client information and financial plans.
  • Assist with special projects as needed.
  • General administration includes but not limited to; mail merges, scanning, collating annual review packs and key documentation.
  • Undertake any other duties in keeping with the nature of the position.
  • Proficiency in using basic computer software (MS Office and Outlook)
  • A willingness to learn.
  • Client focus - A passion for providing a good service.
  • A desire to build a career in financial services.
  • Strong work ethic and good attitude
  • Good communication skills (written and verbal) that are effective and meet business needs.
  • Ability to prioritise and organise own workload.
  • Excellent team working skills.
  • A commitment to maintaining confidentially and data security.
Salary and Employee Benefits
This is an employed position, and includes:
  • 25 days holiday
  • Study support for professional development
  • Pension contribution
  • Wellbeing support services
  • Social events
Employment type: 
Employed (Full Time)
Financial Planning
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