IFA Administrator


REF: 3498

We are currently recruiting for an Administrator to join a Financial Services firm based locally in Salisbury, Wilts.

The purpose of the role is to provide effective level of support to a team of Financial Advisers and occasionally liaise with their clients. You will be required to provide a high level of service across an array of areas for the business.

Key responsibilities within the role include:

  • General administrations adhering to strict FCA regulations
  • Handle client queries
  • Provide support to the Senior team
  • Liaise with other departments
  • Prepare adviser and client appointments
  • Processing of new applications
  • Meet and greet clients when required
  • Ensuring your own work-flow is managed and assisting others when required
  • Demonstrate a professional and reactive approach at all times

Experiences and skills we look for in a candidate:

  • Strong MS Office skills required
  • Accuracy and attention to detail is important
  • Customer focused
  • A team player attitude is important
  • Experience of working within the Financial Services industry or another Professional Services industry
  • Administration experience is essential
  • Have the attitude that you ‘treat customers how you would wish to be treated’.

The role offers a great opportunity for someone who wishes to pursue a stable, progressive opportunity within a forward thinking organisation.

The hours are 9am-5pmM-F based in Salisbury. A number of benefits come as part of the role.

To apply for this job email your details to liam@requireconsultancy.com

Apply using webmail: Gmail / AOL / Yahoo / Outlook