Administrator

Shrewsbury Permanent £27,000 - £32,000 per year View Job Description
IFA Administrator position based in Shrewsbury working for a well known financial services organisation. This role offers flexible starting and finishing times.
  • Competitive salary
  • Opportunity for progression

About Our Client

This opportunity is with a well-established, large organisation within the Financial Services sector based in Shrewsbury who are looking for an experienced IFA Administrator.

Job Description

  • Handling incoming and outgoing communication, including calls and emails
  • Assisting in the preparation of reports and presentations
  • Coordinating meetings, including scheduling and preparation of materials
  • Ensuring office supplies are maintained and organised
  • Supporting the implementation of new administrative systems
  • Monitoring the transfers of assets/cash to or from other institutions.
  • ISA subscriptions and transfers.
  • Processing of payments.
  • Liaising with colleagues within Business Support regarding administration of client accounts.

The Successful Applicant

A successful IFA Administrator should have:

  • Previous experience working for a wealth management organisation is desirable but not essential
  • Excellent organisational skills and attention to detail
  • Strong written and verbal communication abilities
  • Proficiency in Microsoft Office Suite and other administrative software
  • Ability to manage multiple tasks and projects simultaneously
  • Can commute to Shrewsbury

What's on Offer

  • Competitive salary
  • Great benefits
  • 25 days annual leave plus bank holidays
  • Monday to Friday with flexible working hours
  • Free parking
Contact
Isabella Petrucciano
Quote job ref
JN-012025-6645927
Phone number
+44 121 230 9359

Job summary

Job function
Business Support
Subsector
Administrator
Sector
Financial Services
Location
Shrewsbury
Contract type
Permanent
Consultant name
Isabella Petrucciano
Consultant phone
+44 121 230 9359
Job reference
JN-012025-6645927