Administrator
| Dyddiad hysbysebu: | 28 Tachwedd 2025 |
|---|---|
| Cyflog: | £25,000 i £28,000 bob blwyddyn |
| Gwybodaeth ychwanegol am y cyflog: | Pension / Death in Service |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 20 Rhagfyr 2025 |
| Lleoliad: | B78 3PQ |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Obsidian Financial Ltd |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | OBFL11/25 |
Crynodeb
Administrator for a leading financial advisory firm
Established company with welcoming friendly team
Extremely successful independent financial advisory practice with a first class reputation are looking for a new member to join the team based at our Tamworth office.
Job Description:
Providing support & administration services for a team of Financial Advisers
New business admin
Adding & scanning documents to the back-office system
Processing of adviser and provider documentation
Obtaining illustrations
Preparing client correspondence
Maintain back office systems and client records
The successful applicant will have :-
A background in Financial Services
Suitable backgrounds could include IFA Administration, Financial Adviser Client Support, Wealth Administration.
Be well organised
Good level of attention to detail
Excellent communication skills
Be a positive team player
Benefits package
Excellent on the job training available
Future progression available
Established company with welcoming friendly team
Extremely successful independent financial advisory practice with a first class reputation are looking for a new member to join the team based at our Tamworth office.
Job Description:
Providing support & administration services for a team of Financial Advisers
New business admin
Adding & scanning documents to the back-office system
Processing of adviser and provider documentation
Obtaining illustrations
Preparing client correspondence
Maintain back office systems and client records
The successful applicant will have :-
A background in Financial Services
Suitable backgrounds could include IFA Administration, Financial Adviser Client Support, Wealth Administration.
Be well organised
Good level of attention to detail
Excellent communication skills
Be a positive team player
Benefits package
Excellent on the job training available
Future progression available