25 Aug 2019
30 Aug 2019
Contract Type
Full Time
Are you an experienced administrator looking for a new and exciting opportunity? If so, our client are looking for you to join them in Norwich, Norfolk!

Our client are a leading independent financial adviser firm based in Norwich. This is an opportunity to work within a dynamic work environment that supports development and personal growth. They are currently hiring for a part-time IFA administrator to provide pre and post-sales support to the Financial Advisers. Full training will be given to the right candidate. This opportunity has arisen as the result of a promotion.

Our client offer a friendly yet professional working environment with opportunity for career progression with the company.

Administrator duties include:
  • Compile client packs containing, but not limited to client agreement, fact find, risk questionnaire and profile for the adviser to use at client meetings.
  • To post client documentation to the client or product providers as appropriate.
  • To issue signed letters of authority to providers and obtain standard policy information.
  • Deal with and respond to written, telephone and electronic general enquiries.
  • Maintaining relationships and contacts with providers to ensure a professional service.
  • Obtain research when requested.
  • Record keeping of incoming leads.
  • Marketing

Administrator Requirements:
  • Computer literate in Microsoft Office and other applications.
  • Excellent communication skills both written and verbal.
  • Organised and highly motivated.
  • Good attention to detail.
  • Advanced IT skills.
  • Willing to learn.
  • Ability to work as part of a team.
  • Paraplanning experience desirable.
  • Some knowledge of Google Analytics, SEO and Google PPC campaigns desirable but not essential.

In return for your appreciated work as their Administrator, you'll be offered a £Competitive Salary, flexible hours and a range of benefits.

If you feel you have the passion and drive to excel in the role of Administrator, they would love to hear from you! Click APPLY now!

No terminology in this advert is intended to be deemed discriminatory. We are happy to accept applications from all suitably qualified persons regardless of their age, gender, race, religion, disability, sexual orientation or marital status.

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