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Senior Administrator

  • Salary: £30000.00 - £32000.00 per annum
  • Location: West Midlands
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    06 Jul 2021
  • Job reference: 35895

The Business
All about people - the team, the staff and the company. Team spirit is key, as demonstrated by the various team building activities.

This is a fast growing firm which has gone from a small provincial firm into one of the larger independent firms in the West Midlands. Managing nearly £550M in FUM with a target of achieving £1BN within the next 5 years. If you are keen to become a part of a fast paced and exciting environment then this could be the role for you.

Your Role
-To fully use Intelliflo, Word, Excel and access computer systems to ensure that all members of staff can be aware of on-going action to be taken with regard to clients
-To process the new and existing business while providing full administrative support to your allocated IFA Consultant/s
-To ensure that all files worked on are compliant in accordance with the businesses Compliance manual
-To assist in answering queries relating to new and existing clients and to respond in a professional manner to develop client relationships
-To undertake typing of letters, reports, file notes and other general matters in connection with business requirements

What will you need?
-Experience within financial services administration (preferably IFA background)
-Understanding of the advice process from start to finish
-A willingness to work hard and learn

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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