Senior IFA Administrator

Posted 4 days ago by Exchange Street Claims ltd

Permanent
Full Time
Other
West Midlands, United Kingdom
Job Description
Overview

Great for your back pocket, great for work/life balance and great for your career.

Salary & Benefits

Salary up to £40,000pa (reviewed yearly).

Bonus: 125% of December pay packet (paid yearly, including during Covid).

Holiday: 26 days (up to 10 extra days buy).

Working style

Hybrid working: office closed Fridays, work home on Monday or Thursday.

Welcoming business, no pressure to stay late.

What you'll do

Administrator for a financial planning firm: process new business, prepare client meeting packs.

What you'll need
  • Experience using systems like Truth and Intelliflo.
  • Comfortable using platforms.
  • Conscientiousness more important than length of experience.
Contact

Send CV or way of contacting. We will be in touch. Everyone will receive a response.