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IFA Administrator, Cambridge (TB-925)

£24000 - £30000 plus benefits

Our Client is looking for an enthusiastic and self-motivated individual to join their Administration team. You will be a friendly and approachable person who can take the initiative by being pro-active in the workplace. As a key member of this Financial Planning businesses’ support team, you will build relationships with colleagues, advisers and external private clients alike.

The Role

  • You will provide general administration for the Financial Advisers (usually between 1-3) and support other areas of the business where necessary
  • Handle clients’ requests, dealing with day to day queries
  • Process new business
  • Administer and provide generic information to the firms’ clients and administer their accounts. 
  • General office duties include filing, faxing and scanning
  • Update and manage the internal client database with all information
  • Develop and maintain good working relationships with clients, advisers and colleagues
  • Will provide a proficient and proactive administration support service for the advisers.  
  • Will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.

About You

  • A well organised and analytically strong Administrator with accurate keyboarding skills
  • A good level of competence with Microsoft Office to include, Word, Excel and Outlook together with good use of Internet to undertake research projects
  • Hold GCSEs or equivalent in English and Maths
  • Previous experience ideally within a firm of Financial Advisers or 2 years min in an office based administrator role with a focus on customer service
  • ideally have working knowledge of Intelligent Office 
  • Good knowledge of financial products
  • Excellent communication skills, both oral and written 
  • Strong interpersonal skills 
  • Experience of working to targeted service standards 
Location: 
Cambridge
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
TB-925