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IFA Administrator
Location: Ashbourne
Salary up to £30,000
Our client is a well-established Wealth Management Firm based in the Derby area and because of their ongoing growth they now have an excellent opportunity for a for a Client Support Specialist to join their business based in the Derbyshire area. You will be working within a busy and vibrant team, the main function of the role will be providing administrative support to 2 Financial Planners, to assist them in delivering a first-class service to all clients.
Benefits:
- 23 days holiday allowance, plus bank holidays, to rejuvenate and recharge.
- Your birthday day off (because why not?!).
- Free onsite parking.
- Wellness benefits including health and wellbeing programme.
- Hybrid work arrangements fostering a harmonious work-life balance.
- Target-linked early finishes each Friday, launching your weekends on a high note.
- Opportunities for professional growth and career advancement.
- An environment that prizes collaboration and inclusivity.
- Company pension.
Responsibilities:
- Diary management
- Liaising with clients and resolving queries
- Prepare client meeting packs, documents and application forms
- Handling confidential information
- Deliver the highest standard of client care and customer service to clients and external individuals/companies
- Provide administrative support to Advisers and the back office
- Submit and chase through business applications
- Update and maintain client records and files on in house and CRM systems
- Answer inbound calls
- Make outbound calls to clients and external providers
Essentials:
- Full understanding of back-office systems and processes
- Able to multitask and work to deadlines ensuring a high quality of work
- The ability to use own initiative and problem solve
- Excellent communication skills and attention to detail
- Positive and can-do attitude
- Professional appearance to maintain the company brand
- A willingness to work as a team member
- Commitment to personal development
- Advanced computer skills with knowledge of Microsoft packages
- Able to work under pressure
Training/Development Opportunity:
- An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence.
- You will be expected to work towards the Business Administration Level 3 qualification, with support from your employer and the Chesterfield College Group.
- Rhodes Wealth Management Ltd are looking to offer a permanent full-time role within the business upon successful completion of this apprenticeship for the right person
If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15790
