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JOB VACANCY – IFA ADMINISTRATOR – PRESTON BRANCH
Exceptional, organised, driven and experienced individual required. The role is to provide complete administrative support for Financial Adviser; this to include, quotations, preparing schedules, completing applications, dealing with client queries etc.
You will be responsible for managing your own work load and working closely with Financial Advisers.
You should be comfortable using Microsoft Office and dealing with simple formula’s in Excel. You will be required to carry out computer research and quotations and be comfortable learning new skills.
We are a firm of Independent Financial Advisers offering in the main pension and investment advice. We are now in our eleventh year of trading and have steadily increased client numbers. We are now in a position to grow the business in the next couple of years and hope this position will aid the growth.
PLEASE NOTE ALTHOUGH PREVIOUS EXPERIENCE IN AN IFA PRACTICE IS NOT ESSENTIOAL IT IS A DISTICT ADVANTAGE. FINALLY SALARY RANGE AND WORKING TIMES ARE NEGOTIABLE DEPENDENT ON YOUR REQUIREMENTS, EXPERIENCE AND QUALICATIONS. EMPLOYING THE RIGHT CANDITATE IS MOST IMPORTANT
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