Job Description

This is a great opportunity to start a career in the financial services industry, in a friendly fast-paced office.

You will be working alongside experienced IFA administrators and reporting directly to the HR Manager.

You must have a team minded spirit, love being busy, able to stay calm under pressure and have a positive upbeat attitude.

Some duties will include:-

Producing valuations of client portfolios

Preparing paperwork for client meetings

Dealing with client queries and passing them to the relevant staff member

Updating notes of the back office system

Preparation of the meeting room, including sanitising

Typing letters and quotes

Filing/scanning

General admin work

Required Knowledge, Skills, and Abilities