IFA Administrator

Company:  Exchange Street Claims & Financial Services
Location: Borehamwood
Closing Date: 18/10/2024
Salary: £25,000 - £35,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
When company's grow so do you. At this business that in the past has meant an administrator become planner. That has taken time, but it shows that it's the type of environment in which you can learn and progress. And with a new practice manager coming in as well you'll have a dedicated person to help get the best out of you. Not something you're currently experiencing. Here you'll be the firm's third administrator. You'll join the team that supports the firm's three financial planners, freeing up their time for client work. Your job will be what you'd expect. You'll process new business, deal with providers and help your planners prepare for client meetings. There's an attractive starting salary of up to £35,000 (depending on experience). And once settled in you'll have some flexibility about how many days you need to be in the office - the company are thinking 3 in the office with 2 from home.
  • Alongside that there's:
  • Flexitime
  • Free on-site parking
  • PMI
  • Pension
  • Company events
To top it all off they've been finalists for various rewards since they were set up. And they have a 4.9 rating on VouchedFor with dozens of amazing online reviews. It's a well run, high quality IFA practice with ongoing plans to grow and get better and better at what they do. HERE'S WHAT YOU'LL NEED: You'll have at least a year's experience as an administrator in a financial planning firm. You'll be keen to learn. And you'll be in the Borehamwood area. Looking to grow? Click apply. If you don't have a CV send us a way of contacting you, we can come to the CV later. Everyone will get a response.
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Exchange Street Claims & Financial Services
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