Position Overview & Specifications

We are a firm of Independent Financial Advisers. We are looking for individuals to join our team of IFA Administrators.

This could be full time or part time/job share. The job will be based in our offices in Gerrards Cross. Whether a school leaver, graduate, job mover, people returning to work you will ideally live locally.

The type of work undertaken will be to support the team, inputting accurate data and produce/prepare communications with clients regards their investments, by use of “back office” and Data Management systems, and provider platforms. It will suit good team players who have the ability to work on their own initiative, who are reliable and who are willing to respond to varying requests.

Essential skills are: IT proficiency, excellent communication skills (written and verbal), good eye for detail, ability to produce accurate work of a high standard

Whilst no experience in Financial Services is necessary some basic knowledge of investments and/or pensions would be helpful.

Job Type: Full-time

Salary: £15,000.00-£30,000.00 per year

Benefits:

  • Company pension

Schedule:

  • Monday to Friday

Reference ID: Administrator