IFA Administrator - Independent Financial Advisers

An opportunity has arisen within our the team for an Administrator to join on a full-time basis. The role will involve, but not be limited to:

• Answering the phone for the department in a professional, polite manner


• Taking accurate and detailed telephone messages and information from clients


• Scanning all post and assign to appropriate files on the case management system


• Updating case management system with appropriate client data


• General administration for the department such as electronic and physical filing, typing, printing and photocopying


• Ensuring business logs are updated daily


• Dealing with life assurance companies for policy enquiries
  
  Previous administration experience is required and a financial services background would be advantageous. Competent user of MS Word, Excel and Outlook is a must.


Good communication skills are essential for this post. The successful candidate will also be well-organised and comfortable working in a team environment.

The successful candidate will have access to highly confidential information so confidentiality is a must.

This is a great opportunity for those candidates looking to develop their career in this area of work.

Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that's over 50 years old.

Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.

Due to the nature of the work they carry out, they have become specialists in providing holistic and bespoke wealth management services to business owners and HNW Private Clients., Life at Hugh James

Although our workforce has grown to more than 500, we have retained and nurtured a unique culture which is based on hard work, exceptional talent, ambition, empathy, innovation and good humour. It is those qualities that have helped us grow the business to where we stand today.

Key to our growth strategy to date has been the recruitment and development of great people. This will remain the case as we look forward to the years ahead. Life at Hugh James is vibrant and full of opportunities.

Our culture is friendly and collegiate, but we maintain the professional atmosphere you would expect from a modern, leading law firm. All our staff have access to industry-leading training and mentoring to ensure they reach their potential.

Auto enrolment pension scheme

Employee Assistance Programme

Discounts for local businesses

Professional fees paid (subject to requirement for your role)

Employee recruitment incentive scheme

Hugh James is an equal opportunities and disability confident committed employer.