Job Title

Administrator

Location

Worcestershire

Salary / Rate

£18,000

Job Reference

J000721

Financial Services Administrator, Worcestershire


Our client is a specialist independent financial adviser based in Worcestershire

They are seeking an administrator to join their growing business and work as part of a support team.

Our ideal candidate will:

1. Have some experience working primarily on investments and pensions within an IFA practice.

2. Hold CFP3 or similar qualifications and be willing to develop their knowledge through CPD and personal study.

3. Have a sound knowledge of Microsoft Office software and Adviser Office, or similar back office software.

4. Be pro-active and well organised in their work, a good communicator with an eye for detail, a good telephone manner and the ability to pick up new skills.

5. Be confident and personable around clients and colleagues, work well as part of a team and be looking for a long-term career move.