Administrator - HNW Independent Financial Advisers
To �23,500 - �25,000 (Depending on experience)
Based: Cambridge
Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.
Applicants must have a genuine interest in working within the financial services industry and should be prepared to study towards industry renowned professional qualifications as part of their professional development. The client is more than happy to consider applications from fresh graduates looking to build their career within the IFA sector through to experienced financial services administrators.
This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.
Working as part of a team you will provide support to the Adviser/s for a variety of tasks, acting as the liaison between the Adviser, Providers and Clients, whilst delivering a professional, compliant, and efficient service.
The main duties include:
Client Support:
Client Database Management & Maintenance
Any experience gained within the financial services arena would be advantageous however the client would like to see some general administrative experience as a minimum. A genuine interest in the pensions and investment arena is essential, as is the motivation and commitment to achieve professional qualifications.
The client is keen to receive applications from experienced financial services professionals, fresh or recent graduates who want to launch their career within the financial services arena, or from those with general administrative experience, ideally within a more technical/regulated industry, who are keen to move across and continue their professional development within financial services.
The successful candidate will possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail, approachable, and able to work both in a team environment and on their own initiative. They will be highly IT literate (proficient in Microsoft Word, Excel, Outlook, Teams).
Desirable
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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.