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IFA Administrator / Senior Administrator | Up to 35K DOE
We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office in Milton Keynes.
A background in Financial Services is desireable.
You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients
This is an office based position and provides excellent career progression.
Duties include:
Act as point of contact for all clients and providers
Maintaining client database, updating accurately
Assist with processing of new business and review packs
Other administration duties as required
You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.
Previous experience in a similar role is required.
In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects
Job Type: Full-time, Permanent
Pay: Up to £35,000.00 per year
Additional pay:
- Bonus scheme
Benefits:
- Company events
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Day shift
- Monday to Friday
- No weekends
Work Location: In person
