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Contact Information:
Macaulay Edwards Independent Financial Consultants Limited
Calderwood House
7 Montpellier Parade
Cheltenham
Glos
GL50 1UA
Tel: 01242 250 888
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Administrator
Cheltenham
Firm
Macaulay Edwards Independent Financial Consultants Limited – a well established IFA Practice based in Montpellier, Cheltenham.
Job Outline
Office based IFA Administrator circa 20/25 hours per week with consideration also given to a full time 35 hour per week candidate – for the right person school hours could be considered.
Job Description
To provide efficient IFA client administration support for our existing clients as a member of the Practice’s admin team.
Responsibilities
The role will include but will not be limited to:
• Updating and maintaining client databases and registers including document scanning
• Liaising with providers and clients
• Data extraction
• Data presentation
• Client report facilitation including illustrations
• Annual client review invites
• General ‘touch point’ client marketing
• Other general administration duties
Skills and Experience Required
• Current or very recent IFA administration experience would be preferred however full training for the right candidate would be provided
• Attention to detail and strong accuracy skills with a keen eye for detail
• A good level of comprehension
• An ability to construct specific letters and reports
• Good IT skills including data input and a working knowledge of Word and Excel
• Being able to work both independently and as part of a team
• An ability to prioritise and ask for help if required – training will be given
• Good telephone manner
• An openness to be flexible within the role
Other
• 22 days (excluding bank holidays) annual leave pro-rata for part time
• Flexible hours including school hours can be considered for the right candidate
• Auto Enrolment Pension contribution upon completion of probation
• Friendly working environment
• On road car parking is possible for the right candidate
• Salary negotiable and will be dependent upon skills and experience
To apply, please send your CV by clicking on Apply Now.
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