IFA Administrator

This is an excellent opportunity to work within a highly successful and progressive company in Accrington within a varied IFA Administration role. This position will involve working in collaboration with the Financial Adviser, providing strong administrative support including diary and appointment management as well as dealing with customers. You will ensure that you are providing a consistently high level of support. Salary: Negotiable in the region of 18-22k pa Role Overview and Responsibilities To support the Financial Adviser with administrative duties. You will obtain information, quotes and product details, and provide comparisons for analysis. You will prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign. Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels. Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines Maintaining a thorough knowledge of individual and departmental responsibilities Support with diary management and other administrative duties as required Experience/Qualifications Experience of working within an admin role within financial services Experience of working within a regulated environment Proven track record of working accurately within defined processes Good numeracy and literacy skills The ability to thrive in a challenging, fast paced environment Willingness to learn new systems, concepts and broaden knowledge in the industry Ability to effectively manage and prioritise multiple tasks with a structured approach Highly motivated and willing to embrace change Good attention to detail Strong IT skills including advanced knowledge of Microsoft Excel to produce Management Information The team is supportive, busy and the company offer a great environment to work within, fantastic career progression and company benefits. Please apply today or contact Suzanne or Jenni for immediate consideration