£18,000 - £25000 + benefits
An established and growing IFA in Leamington Spa has an exciting new vacancy for an experienced IFA/Financial Services Administrator to join their team and to provide both clerical and administrative support to the Advisors and Paraplanners.
Skills and knowledge
Good written and oral communication skills.
Good report writing skills.
Good methodical and organisational skills.
Computer literacy and good typing skills.
A minimum GCSE grade for Maths and English of C or above
Accurate with good attention to detail.
Detailed knowledge of the FCA's and the firm's record keeping requirements.
Basic knowledge of the financial services sector.
Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.
If this role is of interest and you have the required skills and knowledge, then please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.