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IFA Office Administrator

Plymouth, Devon

Permanent

£17,000 - £22,000

293220A

IFA Office Administrator Plymouth £17k to £22k per annum d.o.e. + benefits

IFA Office Administrator role in busy financial planning company in beautiful Devon

The Role

As IFA Office Administrator you will provide general administrative support, supporting the daily working of the office. Responding to activities and tasks assigned by the Head of Administration, the Advisers, and the Managing Director your responsibilities will include:

  • managing diaries, preparing invitations / letters etc.
  • updating / maintaining client files and back-office systems
  • placing deals on line / checking contract notes / policy documents
  • supporting / training team members
  • supporting team projects / client seminars

The Company

Our client is a successful independently owned and operated financial planning firm, offering a comprehensive financial planning service including pension planning, life assurance, income protection, investments, and tax planning. Dedicated to exceptional client service standards, they are enhancing their existing team by employing an experienced Administrator to work closely with other team members in their inclusive office environment in Plymouth.

The Candidate

As IFA Office Administrator you will have some previous administration experience, ideally with an IFA or professional services environment. Politeness, professionalism and efficiency will be expected at all times and you will need to demonstrate:

  • excellent letter writing skills / telephone manner / client facing skills
  • strong attention to detail / good time management skills
  • excellent interpersonal / IT skills
  • good understanding of compliance issues

If you wish to be considered for the role of IFA Office Administrator, please forward your CV, quoting reference 293220A.

Office hours are 35 hours per week 9am to 5pm Monday to Friday (1 hour for lunch) with 25 days annual leave entitlement.

WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK

Applications invited from candidates with experience in: ifa office administrator secretary pa ifa secretarial sales administration personal assistant ea executive assistant office financial services solicitor lawyer legal paraplanner estate agent mortgage broker customer service Plymouth Devon

ThreePeople advertises vacancies on behalf of clients. If your CV matches our client's requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Any data processed will be used for recruitment purposes only and will be not be retained by ThreePeople for a period longer than 6 months.

Apply now