Part-time IFA Administrator

Recruiter
Pertemps Worcester
Location
Droitwich
Salary
10.50 - 11.50 GBP Hourly
Posted
20 Oct 2021
Closes
28 Oct 2021
Hours
Part Time
Contract Type
Temporary
A Mortgage Broker based in Droitwich are searching for a Part-time IFA Administrator to join their team on an on-going basis working 10:00 - 15:00, 3 days per week (Monday, Wednesday, Friday). The company themselves have been offering independent advise since 2003.

The day to day responsibilities of a Part-time IFA Administrator will be:
  • Offer support to the team of IFA's.
  • Assisting the mortgage, pension and investment departments.
  • Producing review supports for the teams.
  • Typing up reports for the managing director when needed.
  • Answering phone calls and emails.
  • Preparation of letters and emails.
The requirements of a Part-time IFA Administrator will be:
  • Previous experience working as an IFA Administrator or a similar role will be essential.
  • Previous experience working with Pensions and investments will be essential.
  • A keen eye and attention to detail will be essential when communicating with clients.
  • Computer literate.
  • A good phone manner will be essential.
  • Previous experiencing producing reports will also be essential.
This role is on an on-going basis being pai between GBP10.50 - GBP11.50 per hour.

If you would like to apply for this role then please click 'Apply' now.

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