A Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser. You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients.
We are looking for an experienced IFA Administrator who is looking for a new challenge with an environment that encourages personal development and team work.
Competitive salary on offer £25,000 - £30,000 we will also consider someone who is looking for part – time work 3 days a week and they also offer flexible working.
Responsibilities include:
Corresponding with clients and providers.
Obtaining quotes and managing applications.
Collaborating with Advisers and Paraplanners.
First point of contact for client queries.
Producing client paperwork.
General office duties.
Back-office system maintenance.
We're seeking a candidate with:
Previous financial services experience.
Commitment to continuous learning.
Team player with a can-do attitude.
Innovative problem-solving skills.
Strong organisational skills.
Excellent customer focus.