Junior IFA Administrator: Launch Your Financial Career

Plus One Personnel; Stratford-upon-Avon; On-site; GBP 60,000 - 80,000; Full time

Job summary

An Independent Financial Advice firm located in Stratford-upon-Avon seeks a Junior IFA Administrator to join their team. In this role, you will provide essential administrative support, including data entry, client communication, and handling new business processes. Ideal candidates will have administration experience and strong communication skills. Full training will be provided, making this an excellent opportunity to start a career in financial services. Regular office hours are Monday to Friday, offering a friendly work environment.

Qualifications

• Previous administration experience is preferred.
• Strong written and spoken English with clear communication skills.
• Comfortable speaking with clients on the phone and in person.
• Process driven and able to follow procedures.
• High attention to detail when working with data.
• Competent user of Microsoft Office.

Responsibilities

• Enter and maintain accurate client data on Intelligent Office.
• Produce client valuations and update records.
• Support processing of new business as you gain experience.
• Answer incoming telephone calls for clients.
• Greet clients and assist with meeting preparation.
• Handle general administration tasks for advisers.
• Scan and file documentation according to procedures.
• Develop towards basic report preparation.

Skills

Administration experience

Strong communication skills

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

An Independent Financial Advice firm located in Stratford-upon-Avon seeks a Junior IFA Administrator to join their team. In this role, you will provide essential administrative support, including data entry, client communication, and handling new business processes. Ideal candidates will have administration experience and strong communication skills. Full training will be provided, making this an excellent opportunity to start a career in financial services. Regular office hours are Monday to Friday, offering a friendly work environment.