Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

London

01/07/2024

Type of Position: IFA Administrator (Part Time) - London
Pay: £35k - £40k (Pro-rata)

IFA Administrator (Part Time) - London

Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate.

 

Key Skills:

  • Attention to Detail
  • Analytical/Problem Solving
  • Customer Focus
  • Planning & Organising
  • Resilience
  • Teamwork
  • Embracing Change
  • Excellent record keeping skills
  • Accurate data keying skills
  • Excellent organisation and time management skills
  • Proficient in Excel and Word
  • Training will be given on back office system, workflow and common business process

 

Qualifications / Experience:

  • Administration and customer service experience is essential.
  • Telephone based experience would be beneficial.
  • Financial Services experience would be beneficial.
  • Qualifications desirable, or a willingness to study
  • Previous use of Xplan would be advantageous
     

We are looking for someone to work 3 days a week for our client, hours can be flexible including hybrid working.

 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.