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Permanent

IFA Administrator

Gloucester
money-bag 28000.00-28000.00 Annual
Posted 3 days ago

Financial AdministratorGloucester Office-based 20-40 hoursA growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team.This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 20-40 per week), and can be wroked around school hours - the role is fully office-based.The RoleProviding general financial services administration supportSupporting advisers and paraplanners with day-to-day case progressionProcessing new business applications and chasing through to completionEnsuring client files meet compliance and record-keeping standardsPreparing documentation and maintaining accurate client recordsHandling incoming calls and emails professionallyWhat They''re Looking ForPrevious administration experience within financial services (essential)Strong organisational skills and attention to detailConfident using Microsoft Office (Word, Excel, Outlook)Reliable, professional, and comfortable working as part of an office-based teamNo seniority required, suitable for someone with solid admin experiencePackage and Working Pattern6-month temporary contract with intent to go permanentFlexible hours: 3-5 days per week (20-40 hours)Fully office-based role in GloucesterSalary dependent on experienceApply todayto be considered for this Financial Adviser opportunity. If this particular vacancy isn''t the perfect fit, please do still get ..... full job details .....

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