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IFA Administrator - Financial Services - Lincoln

Job Type:
Financial Services
Yorkshire & Humberside, North East & Scotland
Salary range:
£10, 000 - £19, 999
Salary Description:
circa £19K (Neg) plus benefits
Start Date:
Job Ref:

My client, a market-leader in independent retail financial advice is looking for a competent and experienced Administrator to join its team based in Lincoln city centre.

This business shapes everything it does around delivering the best outcomes for both its private and corporate clients. Its Advisers focus on its clients’ financial needs and aspirations and recommend the best possible way forward to achieve their requirements.

As a Financial Administrator, you will provide the highest level of admin support and aspects of paraplanning support to its Financial Advisers to ensure its clients’ expectations are exceeded. You will be involved in record keeping, processing new business and delivering client reports. You will compile and prepare comparison materials, including cost analysis, cash flow models and investment fund analysis. Maintaining records is pivotal in this role, ensuring that client outcomes remain paramount.

Experience within retail financial services is essential for this role, ideally in an administrative role. An ability to prioritise workload is important for this position as well as a proven and demonstrable ability to work quickly and unsupervised. You will have a can-do attitude and have a collaborative nature to achieve objectives.

You will be rewarded with a competitive basic salary of circa £19K (negotiable dependent on experience) as well as a range of additional benefits including free parking. You will be fully supported with career development, including exam and study costs. This is a great opportunity for someone who is keen to continue their career within Financial Services, and work within a lively and vibrant office environment for an industry leader.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2460
Contact: James Heald

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