Financial Planning Administrator - Part Time at Thomas George Selection - Tamworth

Financial Planning Administrator - Part Time at Thomas George Selection - Tamworth
Thomas George Selection Careers
Description
Become a Financial Planning Administrator in Tamworth?.Find latest Thomas George Selection careers in Tamworth on ajiranawe.com. Thomas George Selection is now hiring for a Financial Planning Administrator to work in Tamworth .

Part-time IFA Administrator for a leading financial advisory firm

Established company with welcoming friendly team

Ideally seeking 3 full days per week part-time

About Our Client
A successful West Midlands based independent financial advisory practice with an excellent local reputation are looking to recruit an IFA Administrator to join their team in Tamworth.

Job Description
  • Providing support & administration services for a team of Financial Advisers
  • New business admin
  • Adding & scanning documents to the back-office system
  • Processing of adviser and provider documentation
  • Obtaining illustrations
  • Preparing client correspondence
  • Maintain back office systems and client records
The successful applicant
  • The ideal candidate will have a background in Financial Services
  • Suitable backgrounds could include IFA Administration, Adviser Client Support, Mortgage Administration.
  • Be well organized
  • Good level of attention to detail
  • Excellent communication skills
  • Be a positive team player
What’s on offer
  • Salary circa £20,000 (pro rata) plus bonus
  • Benefits package
  • Excellent on the job training available
  • Future progression available
Other current jobs
Insurance Broker Job at Buchanan Search - London
Administrator Job at Tate - Ringwood


Your contact for this vacancy is Keith Enright at Thomas George Selection

Enquire direct at tgselection.com

You will be contacted within three working days if your application looks suitable.

If you have not received any communication within this time, please assume you have been unsuccessful on this occasion.

Job Types: Part-time, Permanent
Salary: £18,000.00-£22,000.00 per year pro rata
Location: Tamworth , Staffordshire

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