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Financial Services

London

07/06/2024

Type of Position: IFA Administrator - London
Pay: £25k - £35k

IFA Administrator - London

Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate.

Key Skills:

  • Attention to Detail
  • Analytical/Problem Solving
  • Customer Focus
  • Planning & Organising
  • Resilience
  • Teamwork
  • Embracing Change
  • Excellent record keeping skills
  • Accurate data keying skills
  • Excellent organisation and time management skills
  • Proficient in Excel and Word
  • Training will be given on back office system, workflow and common business process

Qualifications / Experience:

  • Administration and customer service experience is essential.
  • Telephone based experience would be beneficial.
  • Financial Services experience would be beneficial.
  • Qualifications desirable, or a willingness to study
  • Previous use of Xplan would be advantageous

 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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