img
Temporary

IFA Administrator

Chester
money-bag 13.38-13.38 Hourly
3140742832
Posted Yesterday

Your new company I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team!Your new role Working in a small firm, you will be the first point of contact for clients utilising the firm''s services. You will provide an exceptional front of house service both in person and via the phone. Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes. You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management. You will be providing the initial hospitality for clients coming into the business. What you''ll need to succeed Prior experience in a professional services environment is essential for this post in order to hit the ground running. You will be professionally presented, and be prepared to use your welcoming demeanour on a day to day basis! Your administration skills will be utilised daily, and you will be comfortable navigating various systems with experience in Wrap Platforms being an advantage! Used to working with discretion, and using your initiative, you will adapt to this busy environment with ease! This is a full time role Monday - Friday, working 9am - 5pm ..... full job details .....

Other jobs of interest...

Hays Business Support
ChesterYesterday
money-bag£13.38 - £15/hour £13.38ph + holiday pay
Hays
ChesterYesterday
money-bag£13.38 - £15 per hour + £13.38ph + holiday pay
Search
St. Helens
money-bag28000.00-28000.00 Annual
Search
St Helens3 days ago
money-bag£28000 - £30000/annum Bonus
Clayton Davies Ltd
Liverpool4 days ago
money-bag25000.00-25000.00 Annual
Search
Chester1 week ago
money-bag26000.00-26000.00 Annual
Search
Chester2 weeks ago
money-bag£26000 - £30000/annum
TEMPLEGATE RECRUITMENT LIMITED
Deeside3 weeks ago
money-bag£30,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!