Job Details
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Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT
Tel: 01242 300228
Mobile: 07377 079212
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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