Job Description

The candidate will work as part of a team processing applications on behalf of clients once the advisory team have completed the applications. This administration role will involve ensuring the applications are correct, submitting them to providers (usually electronically via platforms) and then ensuring they are followed through to completion.

The position requires a methodical approach and attention to detail.

Candidates with experience of working in an IFA are preferred, particularly those familiar with platforms and back office software, but we will consider applicants with good administrative experience from other industries who are willing to learn and study.

We have a commitment to the highest levels of professionalism. We provide support with ongoing study and will require candidates to take part in Continuous Professional Development (CPD).

This is a full time employed role with the potential for an annual discretionary bonus, pension scheme membership (with a 5% employer contribution, increasing after 5 years’ service), Group Life cover (4 x earnings) and Group Income Protection cover. Salary is negotiable based on experience.

Required Knowledge, Skills, and Abilities