IFA Administrator (part-time) advertised by GlosJobs.co.uk

Job Details

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HOORAY

Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT

Tel: 01242 300228
Mobile: 07377 079212

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IFA Administrator (part-time) - 30263000003868591

Cheltenham

 

Are you an Administrator with some experience (current or recent) of working for an IFA or within a wealth management business? Would you like to work as part of an established and trusted local business? Are you keen to work with like-minded people on a part-time basis?

 

Fantastic! I have a role for you.

 

Our client, an extremely reputable and friendly wealth management practice, is looking for an Administrator on a part-time permanent basis. You will support with updating client databases, ensuring client files meet compliance standards, processing new clients, facilitating client reports and illustrations and other administrative tasks to help with the delivery of an excellent customer experience.

 

You will have previous IFA Administration experience, possess excellent organisational and communication (written and verbal) skills. In addition you will possess the ability to be detail oriented as well as having a can-do, flexible and proactive attitude.

 

Support and training will be given to the successful candidate.

 

If the above opportunity sounds like you and you feel you fit the criteria, we would love to hear from you!

 

Please apply by providing a recent and relevant copy of your CV and we promise to get back to you.

 

*Hooray is acting as an agency on behalf of the client for this position.

 

*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.

 

*DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C’s APPLY!!


Please apply by clicking on Apply Now.

Salary: 20000-25000 pro-rata

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