Salary: £17,000 to £23,000
Location: Peterborough, Stamford, Market Deeping
Ref: 257 - FSA - ROL
Location: Market Deeping
Salary £17,000 to £23,000
My client is an Independent Financial Advice business based in Market Deeping and they are looking for an experienced, Financial Services Administrator to join their growing business and support the team of Independent Financial Advisers within the office.
Ideally, my client is looking for someone who has worked with Independent Financial Advisers in the past but it's not essential, although you MUST have experience of supporting Financial Advisers previously.
The IFA Administrator will be responsible for but not limited to:
CRM system - update and manage, share best practice, highlight and correct errors
Management of literature requests
Create notes, reports and follow up actions for sales meetings
Support the Independent Financial Advisers within the business
Produce monthly activity and pipeline reports for senior team
Assist with travel bookings for sales team
Producing client specific illustrations for advisers
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.