img
Permanent

IFA Administrator

Coventry
money-bag 25000.00-25000.00 Annual
3085440994
Posted 5 days ago

IFA AdministratorOffice basedFull time and Part Time consideredThis is a fantastic opportunity to get your foot in the door with a leading financial services company.As a Junior IFA Administrator, you will play a pivotal role in supporting the day-to-day operations of the office. Your responsibilities will include managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs.This is a great first step to develop your career in Financial Services.Key Responsibilities:General Office DutiesManage incoming and outgoing correspondence (emails, post, calls)Maintain office filing systems and ensure records are up to dateSupport team members with administrative tasks as requiredOrdering SuppliesMonitor stock levels of office supplies and place orders as neededLiaise with suppliers to ensure timely delivery and cost-effective purchasingMaintain inventory records and manage supply budgetsCommission Statements and PaymentsPrepare and process commission statements for advisersTrack payments and ensure accurate records are maintainedClient Contact PacksAssemble and prepare client contact packs for meetings and reviewsEnsure all documentation is accurate, compliant, and professionally presentedTeam Support and CoordinationAssist with meeting arrangements, diary management, and internal communicationsContribute to process improvements and administrative efficiencySkills and Qualifications:Strong ..... full job details .....

Other jobs of interest...

NJR Recruitment
Leamington Spa
money-bag28000.00-28000.00 Annual
Recruit UK
Birmingham
money-bag25000.00-25000.00 Annual
NJR Recruitment
Birmingham
money-bag28000.00-28000.00 Annual
Recruit Wealth
Birmingham
money-bag30000.00-30000.00 Annual
NJR Recruitment
Birmingham3 days ago
money-bag32000.00-32000.00 Annual
NJR Recruitment
Leicester4 days ago
money-bag10000-500000 Annual
Ortus PSR
Leicester5 days ago
money-bag30000.00-30000.00 Annual
Eden Rose
Wigston5 days ago
money-bag25000.00-25000.00 Annual
Recruit Wealth
Warwick5 days ago
money-bag30000.00-30000.00 Annual
Astral Recruitment
Warwick5 days ago
money-bag30000.00-30000.00 Annual
Recruit UK
Leicester5 days ago
money-bag25000.00-25000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!