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Senior IFA Administrator

Posted 23 hours 40 minutes 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.

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