Administrator

Company Description

William James Financial Services was launched with the goal of providing the best possible service to clients. With extensive experience in the financial services sector, the company leads the way in modernizing industry practices. William James Financial Services offers independent and suitable solutions aimed at achieving clients’ goals. They focus on building strong relationships with clients to understand their ambitions and deliver successful outcomes.

Role Description

This is a full-time remote role for an IFA Administrator. The Administrator will handle day-to-day administrative tasks supporting their Advisor, including managing communications, and maintenance of a CRM.

Qualifications

• At least two years experience within an IFA Administrative/Support role
• Administrative skills, including data entry and record keeping
• Strong organizational and time-management skills
• Proficiency in MS office software and tools
• Excellent verbal and written communication skills
• Ability to work independently and remotely
• Corporate client experience would be considered ideal
• CII qualifications or studying towards these, are advantageous