RecruitukLtd Salary: £25K to £30K
We are currently representing a directly authorised professional financial advisor based near to Heathrow who provide clients with Pension planning, investment advice and insurance. They currently employ 6 advisers, who are largely self-sufficient but require assistance with the administration of client advice. Working alongside other administrators, your role will be to support two of the advisors with client management, ensuring that new business is processed, quotes on client’s existing policies are obtained and client files are up to date and prepared ready for client meetings.
The role requires someone who is an experienced administrator within an IFA environment as there is a need for someone to ‘hit the ground running’. You will need to have a ‘can do’ attitude and a professional persona with an ability to communicate well both over the phone and in written communication. You will need to take ownership of your workload, prioritising your day and organising yourself to ensure that work is completed within timescales and to the highest of standards.
The environment within the office is relaxed and friendly, with a very low staff turnover; you would quickly become an imperative person within the office and feel welcomed into a well-established office. The need to get along with colleagues in imperative as is being able to work as part of a team.
In return, you will receive a generous salary and benefits package and opportunities for progression within the role.
If you would like to know more about this job, please contact Louise Sheppard on 0117 917 0411 or email email@example.com, and quote reference 11535