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Barrow-In-Furness
Public funding advisor
Financial Services Administrator

Financial Services Administrator

Placing Faces

Posted a day ago, valid for 5 days

Barrow-In-Furness, Cumbria LA13 9TD

Full Time

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Sonic Summary

A large company based in Barrow-in-Furness is seeking an IFA Administrator to support their top financial advisor.
The role offers a salary range of £25k to £26k, with potential for review based on experience.
Candidates must have some prior Financial Admin experience to be considered for the position.
Key responsibilities include preparing client valuations, overseeing workflows, and maintaining accurate client records.
The position is fully office-based and includes benefits such as study support.

Salary: £25k - £26k (May review depending on experience)

We are working with a Large company based in Barrow - In - Furness, and they’re looking to take on another IFA Administrator to support their top financial advisor in the business. If you have some Financial Admin experience then please apply!

Financial Services Administrator Duties;

Provide an effective and efficient support service to the department and dedicated financial planners.
Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
Preparing client valuations and review packs
Using back office technology to guarantee complete and accurate client records
Report writing and research for Financial Advisor

Experience required for a Financial Services Administrator to come on board;

You must have some Financial Admin experience

Benefits of becoming an Financial Services Administrator;

Fully office based working
based in Barrow - In - Furness
Study sup
Basic salary up to 35K

If you are an Financial Services Administrator and are interested then please apply.

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