At a Glance
- Tasks: Provide essential admin support to Financial Advisers and ensure top-notch client service.
- Company: Swarm Recruitment, a dynamic firm in Poole with a focus on growth.
- Benefits: Full-time role with hybrid working options after training and competitive salary.
- Other info: Great opportunity for career progression towards becoming a Senior Adviser.
- Why this job: Join a supportive team and elevate your career in the financial sector.
- Qualifications: 2+ years in finance, strong communication skills, and Microsoft Office proficiency.
The predicted salary is between 30000 - 40000 £ per year.
Swarm Recruitment is hiring an experienced IFA Administrator in Poole. The successful candidate will provide essential administrative support to the Financial Advisers and ensure high standards in client service.
Key responsibilities include:
- Managing communications
- Preparing documentation
- Maintaining accurate records
Candidates should have at least 2 years of experience in a relevant financial setting, strong communication skills, and proficiency in Microsoft Office.
The role offers a full-time permanent position with opportunities for hybrid working after the training period.
IFA Administration Specialist | Path to Senior Adviser in Poole employer: Swarm Recruitment
Swarm Recruitment is an excellent employer, offering a supportive work culture that values employee growth and development. Located in the vibrant town of Poole, we provide our IFA Administration Specialists with opportunities for hybrid working, competitive benefits, and a clear path to advance to Senior Adviser roles, making it a rewarding place to build a meaningful career in finance.
