IFA & Mortgage Administrator

Are you looking for a new opportunity in Financial Services? Do you have great administration skills? Then our client really wants to hear from you!

We are partnering with a very well respected independent Financial Services company, who have been in Taunton for over 50 years, in the search for an IFA & Mortgage Administrator. They believe in personal one to one advice to their clients and recognising the value of having a great support team to provide a real bespoke service.

The Role:
They have been growing for a long time and now are looking for an experienced administrator. The key purpose of the full-time role is to provide both paraplanning and mortgage support, working closely with their advisers.

Core Responsibilities:

• Work as part of the Support team dealing with incoming calls and new enquiries
• Deal with incoming correspondence from providers and clients
• Schedule client annual review and mortgage meetings
• Prepare client annual review meeting documentation
• Meet and greeting of visitors

Your Skills:

• Previous financial experience is preferred but not essential
• Great organisational skills
• High level of analytical capability and good communication skills
• Ability to prioritise your own workload

If this sounds like the next step in your career, then contact us today for more information!