Administrator
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
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Position Overview & Specifications
We are a firm of Independent Financial Advisers. We are looking for individuals to join our team of IFA Administrators.
This could be full time or part time/job share. The job will be based in our offices in Gerrards Cross. Whether a school leaver, graduate, job mover, people returning to work you will ideally live locally.
The type of work undertaken will be to support the team, inputting accurate data and produce/prepare communications with clients regards their investments, by use of “back office” and Data Management systems, and provider platforms. It will suit good team players who have the ability to work on their own initiative, who are reliable and who are willing to respond to varying requests.
Essential skills are: IT proficiency, excellent communication skills (written and verbal), good eye for detail, ability to produce accurate work of a high standard
Whilst no experience in Financial Services is necessary some basic knowledge of investments and/or pensions would be helpful.
Job Type: Full-time
Salary: £15,000.00-£30,000.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
Reference ID: Administrator
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Administrator • Chalfont Investment Consultants Ltd
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