Senior IFA Administrator - Orpington - Up to £35k DOE
Are you ready to take your Financial Services career to the next level? My client is on the lookout for a dynamic and experienced Financial Services Administrator to join their vibrant team in Orpington. If you have 4-5 years of Financial Services Admin experience, especially in handling investment portfolios, pensions, life assurance, and mortgages, this could be your next big move!
In this role, you won’t just be ticking boxes—you’ll be a vital part of the team, providing crucial support to financial planners. From setting up key client appointments to preparing detailed valuations and essential meeting documents, your proactive “can do” attitude will shine. You’ll be the go-to person for processing adviser instructions, updating the back-office system, and ensuring every file and case note is meticulously maintained.
Tech-savvy? You’ll fit right in! We need someone who’s confident with MS Office, Intelligent Office (essential), and platforms like Standard Life Wrap and Quilter Wrap. Working in a fast-paced environment means your strong communication skills will be essential in keeping the team aligned and ensuring nothing slips through the cracks.
If you’re detail-oriented, thrive in a team setting, and are ready for a role that’s as challenging as it is rewarding, we want to hear from you!
Monday to Friday, 9-5
Free Onsite Parking
28 Days Holiday + Bank Holidays
Private Medical Insurance
Apply now and become an integral part of a supportive and professional team where your skills and initiative will truly make an impact.
Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk
By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website
Advertiser: Agency
Reference: Senior IFA Administrator
Posted on: 2024-08-20 16:24:18
Send me Alert for jobs in:
Finance - Administration - Orpington, Greater London
Email Address
Farrer Barnes Ltd
£26000 to £30000 per annum
Service Operations Coordinator
Burtons Medical Equipment Ltd
Salary of £30,580 to £32,109 per annum dependent on experience
Trainee Accountant (in practice)
Recruitment Solutions South East Ltd
Negotiable according experience
Scheduling Administrator Immediate Start
Recruitment Solutions South East Ltd
from £12.50 per hour
Senior IFA Administrator - Orpington - Up to £35k DOE
Are you ready to take your Financial Services career to the next level? My client is on the lookout for a dynamic and experienced Financial Services Administrator to join their vibrant team in Orpington. If you have 4-5 years of Financial Services Admin experience, especially in handling investment portfolios, pensions, life assurance, and mortgages, this could be your next big move!
In this role, you won’t just be ticking boxes—you’ll be a vital part of the team, providing crucial support to financial planners. From setting up key client appointments to preparing detailed valuations and essential meeting documents, your proactive “can do” attitude will shine. You’ll be the go-to person for processing adviser instructions, updating the back-office system, and ensuring every file and case note is meticulously maintained.
Tech-savvy? You’ll fit right in! We need someone who’s confident with MS Office, Intelligent Office (essential), and platforms like Standard Life Wrap and Quilter Wrap. Working in a fast-paced environment means your strong communication skills will be essential in keeping the team aligned and ensuring nothing slips through the cracks.
If you’re detail-oriented, thrive in a team setting, and are ready for a role that’s as challenging as it is rewarding, we want to hear from you!
Monday to Friday, 9-5
Free Onsite Parking
28 Days Holiday + Bank Holidays
Private Medical Insurance
Apply now and become an integral part of a supportive and professional team where your skills and initiative will truly make an impact.
Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk
By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website
Advertiser: Agency
Reference: Senior IFA Administrator
Posted on: 2024-08-20 16:24:18
I want to receive the latest job alerts for:
Finance and Administration jobs in Orpington, Greater London
Farrer Barnes Ltd
£26000 to £30000 per annum
Service Operations Coordinator
Burtons Medical Equipment Ltd
Salary of £30,580 to £32,109 per annum dependent on experience
Trainee Accountant (in practice)
Recruitment Solutions South East Ltd
Negotiable according experience
Scheduling Administrator Immediate Start
Recruitment Solutions South East Ltd
from £12.50 per hour