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3 Administrator Jobs in Worcestershire




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IDEX Consulting LLP (3)

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Worcester (1)



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£0 - £10,000 (1)
£10,000 - £20,000 (1)




IFA Administrator
IFA Administrator - Worcester My client a leading firm of Chartered Financial Planners Wealth Management Independent Financial Advisers, focussed on providing high quality advice. The successful candidate will carry out the following duties: ? New business processing ? Generating illustrations, valuations and quotations ? Supporting the IFAs with all back office support ? Building relationship?s with clients and providers ? Booking meetings and getting meeting documentation prepared ? Diary management Who now require an individual who has worked in the Financial Services industry for a minimum of 1 year and has a good working knowledge of Adviser Office, Microsoft Excel and Word. The successful applicant must have excellent communication skills and be able to manage and prioritise their own workload. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Administrator
Our clients are a well-known firm of independent Financial Consultants with offices across the UK . Due to continued growth, they seek to appoint an experienced Life and Pensions administrator to join their Midlands office. The successful Sales Support Administrator will provide dedicated support to one or more IFAs, taking responsibility for all pre-sales and pipeline administration. We will be pleased to hear from applicants with a minimum of 6 months experience in Life and/or Pension administration, ideally within an IFA office. Progress towards CFP is desirable and the company will encourage and support further professional development. Experience of working with 1st Software will be an advantage. Basic salary will be ?16,000 to ?18,000 based on experience plus bonus, Pension, life cover and flexible benefits package. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Administrator
IFA Administrator ? Salary up to ?24,000 ? 35 hours per week Mon ? Thurs 9 ? 5.30 and Fri 9am to 1pm This long established and respected firm of IFA`s are currently looking to recruit an IFA Administrator due to growth through acquisition. You will be providing a comprehensive and efficient administrative support service to the sales team, prepare client reports, produce valuations, and liaise with and providers and clients. The successful candidate will have a support background from within an IFA practice. A good level of technical knowledge of pensions and investments and ideally hold CF qualifications or be working towards them. Benefits: ? Salary up to ?24,000 ? 35 hours per week Mon ? Thurs 9 ? 5.30 and Fri 9am to 1pm ? GPP ? after 1 years service ? DIS ? PHI ? Healthcare ? Medical policy ? 23 days per annum holiday plus bank holidays Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:22:50 GMT