Graduate / Trainee IFA Administrator – Belfast (BT9) – PCGRAD26

Graduate / Trainee IFA Administrator - Belfast (BT9) - PCGRAD26 focuses on handle administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role.

What the role involves

• Handle administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role.
• Keep systems and information accurate while supporting colleagues, customers, or managers.

Skills and requirements

• Degree-level education in Business Studies or a related degree (Minimum 2:1).
• Strong academic record including Maths and English Grade B or above.
• A desire to progress within the field of Financial planning.
• Computer literate – strong Microsoft Excel & Word skills.

Confirmed role details

• We are pleased to be working with an Independent Financial Advice practice who have an opportunity for a Graduate.
• Trainee IFA Administrator to join their growing team.
• Successful candidates will need to be eager to learn, computer literate with the ability to communicate clearly.
• Work collaboratively within a small office environment supported by an experienced team.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through