Executive Assistant

IFA Administrator - Stoke-On-Trent, West Midlands

Ref: 1482Tuesday 30 January 2024

£25,000 - £30,000

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A Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser. You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients.


We are looking for an experienced IFA Administrator who is looking for a new challenge with an environment that encourages personal development and team work.


Competitive salary on offer £25,000 - £30,000 we will also consider someone who is looking for part – time work 3 days a week and they also offer flexible working.


Responsibilities include:


Corresponding with clients and providers.

Obtaining quotes and managing applications.

Collaborating with Advisers and Paraplanners.

First point of contact for client queries.

Producing client paperwork.

General office duties.

Back-office system maintenance.


We're seeking a candidate with:


Previous financial services experience.

Commitment to continuous learning.

Team player with a can-do attitude.

Innovative problem-solving skills.

Strong organisational skills.

Excellent customer focus.

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