IFA Administrator: Dynamic Support for Financial Advisers

Ultimate Recruitment Group; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment agency in the UK is seeking an Independent Financial Advisor Administrator to support Financial Advisers in processing business activities and managing client communications. The ideal candidate should have experience in the financial services sector, with excellent communication and organizational skills, and proficiency in IT tools like Microsoft Word and Excel. This role is within a dynamic, team-oriented environment, promoting the company's services effectively.

Qualifications

• Experience in the financial services sector is preferred.
• Ability to support financial advisers with client communications.
• Familiarity with processing business activities.

Responsibilities

• Support Financial Advisers in processing business activities.
• Manage client communications.
• Promote the company's services effectively.

Skills

Excellent communication skills

Organizational skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Job description

A leading recruitment agency in the UK is seeking an Independent Financial Advisor Administrator to support Financial Advisers in processing business activities and managing client communications. The ideal candidate should have experience in the financial services sector, with excellent communication and organizational skills, and proficiency in IT tools like Microsoft Word and Excel. This role is within a dynamic, team-oriented environment, promoting the company's services effectively.