IFA Administrator & Client Experience Specialist

Bond Recruitment Ltd; Chorley; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

A firm of independent financial advisers is seeking an IFA Administrator to join their Chorley offices. The role involves acting as the main point of contact for client queries related to pensions and investments, as well as providing back office support. Candidates must have strong communication skills, be reliable, and have the ability to handle multiple tasks effectively. Familiarity with financial products and IT software is essential. This position presents an excellent opportunity for an organized and motivated individual.

Qualifikationen

• Experience working in a financial advice firm is advantageous.
• Role holders should be motivated, friendly, and professional.
• Ability to manage and prioritise workloads effectively.

Aufgaben

• Act as a point of contact for client queries regarding pensions and investments.
• Assist with reviews and customer requests.
• Maintain client records on the company software.

Kenntnisse

Outstanding communication skills

Analytical and problem-solving skills

Flexibility/ adaptability

Reliable individual

Confident with IT and office software

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

A firm of independent financial advisers is seeking an IFA Administrator to join their Chorley offices. The role involves acting as the main point of contact for client queries related to pensions and investments, as well as providing back office support. Candidates must have strong communication skills, be reliable, and have the ability to handle multiple tasks effectively. Familiarity with financial products and IT software is essential. This position presents an excellent opportunity for an organized and motivated individual.