Part-time IFA Administrator
- Employer
- Confidential
- Location
- Droitwich
- Salary
- 10.50 - 11.50 GBP Hourly
- Closing date
- 16 Nov 2021
View more
- Sector
- Accountancy, Banking, Finance
- Hours
- Part Time
- Flexibility
- Flexible working available
- Contract Type
- Temporary
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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
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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