Administrator - Financial planning admin/IFA

Options Resourcing
£18k - 25k per year + Benefits
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

Administrator - Ideal role in this well established professional business for a proactive and forward thinking administrator with experience/background within financial services, financial management, Insurance or similar. IFA. Independent Financial Services team

Financial planning administration

Are you looking for the ideal role as administrative support to the senior financial team handling a busy administrative workload and as the first point of contact with incoming client from calls. Your experience of working is required with at least 6 months experience in a similar organisation.

Administrative support processing letters, new business applications, product information, financial services support product information, accuracy of recording client information details. Essentially you will be competent with Excel and MS Office - If you have worked with enable software this would be useful but not essential.

If you are looking for the opportunity to progress within this Industry as you develop your knowledge of the business, there is the opportunity for fully supported progression in place a funding for further financial qualifications.

The position is Monday to Friday with free parking

If you have the knowledge and experience. looking for an established and profesiional company environment, administrative financial service support role or a role that offers progression then please send your Cv to - call Gillian on

IFA administrator, FPC, Financial service, financial planning, financial administrator, cert in financial planning, financial planning administrator

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