Job Description

The proposition
 

• The purpose of this role is to act as a financial administrator within the business. This includes performing administrative duties to the Financial Advisers.

• This is an office-based position and due to the location of the office it is likely that the successful candidate would need to drive.

• The successful candidate will receive a basic salary of £20,000 to £28,000 with a generous bonus scheme in place. Progression to move into a more complex role is also available with full training and support from the company.

What does the successful candidate look like?
 

• Must have IFA Admin experience

• High attention to detail
• Be able to follow instructions and repeat processes to the same level of accuracy and method
• Be able to prioritise tasks effectively
• Effective and efficient communication skills
• Must work in tandem with adviser when needed to accomplish tasks with tight deadlines
• Be fluent in MS Word, Adobe PDF, etc.
  • Not essential but high beneficial if previously used Intelligent Office as a back-office system

The Company
 

• Our client is a fully holistic financial planning firm with over 15 years of experience who are looking to develop and grow the business further.
• They believe in taking a conservative, holistic approach to financial planning focusing on tax-efficient investing and risk minimization as the cornerstones in helping clients attain their financial objectives.

Required Knowledge, Skills, and Abilities

• Must have IFA Admin experience • High attention to detail • Be able to follow instructions and repeat processes to the same level of accuracy and method • Be able to prioritise tasks effectively • Effective and efficient communication skills • Must work in tandem with adviser when needed to accomplish tasks with tight deadlines • Be fluent in MS Word, Adobe PDF, etc. o Not essential but high beneficial if previously used Intelligent Office as a back-office system