Job Description

Our client is a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team. The role of an Administrator is to provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience. Key responsibilities include: Preparing valuation reports Diary management Dealing with day-to-day client and provider enquiries Managing client database Talking to clients face to face and over the phone/email Scanning/photocopying Other administrative duties Skills and experience required: Be able to get to the location daily Strong attention to detail Good communication skills Good organisational skills Good MS Office skills School hours considered This role will be supported by Starting Offs Level 3 Business Administration apprenticeship qualification and off-the-job training. The training you will be getting Business Administration level 3 Remote training delivery OneFile VLE 6 hours of dedicated training time every week What to expect at the end of your apprenticeship Possible full-time permanent position upon completion of the apprenticeship.

Required Skills & Qualification

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative

GCSE or equivalent English (Grade 4/C) EssentialGCSE or equivalent Maths (Grade 4/C) Essential

Apprenticeship Standard

Business administrator Level 3 (A level)

Employer

MMG FINANCIAL MANAGEMENT LTD

UNIT 4 DEANERY COURT PRESTON DEANERY NN7 2DT

Provider

STARTING OFF LIMITED