IFA Administrator - Financial Services

Square Peg Associates; Burnley; On-site; GBP 21,000 - 26,000; Full time

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

Our client is an innovative business in the financial services market. Their wealth management expertise combines financial planning for business owners and individuals, investment strategies, retirement planning, pensions, inheritance tax and estate planning.

An exciting new role has arisen for an IFA administrator to join their team.

The company offers a supportive and collaborative working environment, where you will feel like an integral part of the team, with excellent potential for career development as well as ongoing training.

Administration skills, good communication, attention to detail and computer literacy required.

Responsibilities

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

Candidates must have strong administrative skills, with excellent IT skills and the ability to communicate with both internal teams and external clients and providers. If you are looking for a busy and involved role where you can progress your career within the financial services sector, call us or apply today!

Remuneration

£21,000 Per Annum - £26,000 Per Annum (Negotiable if in a similar role)

Benefits

• 25 days holiday plus Birthday off
• Free on-site parking
• Pension
• Working Hours - 9.00am to 17.00pm Monday to Friday

About Square Peg Associates

At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.

If you’re interested in exploring our current vacancies, visit our website at Squarepegassociates.co.uk.

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.