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IFA Administration & Client Service Specialist

Square Peg Associates

Burnley

On-site

GBP 21,000 - 26,000

Full time

Today
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Job summary

A leading recruitment consultancy is seeking an IFA administrator to join their team in Burnley. The role involves completing new business applications, managing requests, and ensuring excellent customer service. Candidates should have strong administrative and IT skills. The company offers a supportive environment with potential for career growth, a competitive salary of £21,000 to £26,000 annually, and benefits including 25 days holiday, free parking, and a pension plan.

Benefits

25 days holiday plus Birthday off
Free on-site parking
Pension
Standard working hours

Qualifications

  • Strong administrative skills with excellent IT skills.
  • Ability to communicate with both internal teams and external clients.
  • Experience in a similar administration role preferred.

Responsibilities

  • Completing New Business applications.
  • Submitting requests to pension providers.
  • Chasing outstanding information.
  • Updating systems with product information.
  • Handling incoming post and documentation.
  • Providing excellent customer service experience.

Skills

Administration skills
Good communication
Attention to detail
Computer literacy
Job description
A leading recruitment consultancy is seeking an IFA administrator to join their team in Burnley. The role involves completing new business applications, managing requests, and ensuring excellent customer service. Candidates should have strong administrative and IT skills. The company offers a supportive environment with potential for career growth, a competitive salary of £21,000 to £26,000 annually, and benefits including 25 days holiday, free parking, and a pension plan.
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