Required Proven experience in a varied IFA Administration role. Excellent communication skills - both written and verbal. Client-focused with a professional, proactive attitude. High attention to detail and accurate dataentry capabilities. Strong organisational and time management skills. Proficient in Microsoft Office and back-office systems. Strong industry knowledge and understanding of adviser processes. Willingness to study towards More ❯
systems including Cybake, QuickBooks, Procure Wizard, Acquire, and Enterprise Foods, supporting office staff in using these tools effectively. Provide first-line digital support across the bakery, assisting colleagues with dataentry, customer records, and stock management through various software platforms. Use QuickBooks to manage financial tasks such as generating reports, processing payroll, and sending invoices. Gain advanced access … to Cybake and CaseFlow, supporting production planning, customer order management, inventory control, and compliance. Utilise Microsoft Office Suite (Outlook, Word, Excel) to manage communications, invoicing, and data handling with a high level of accuracy. Salary: £14,722.50 per annum Working hours: 37.5 hours per week, 8am - 3.30pm. Benefits: On-the-job training and support. Flexible and innovative working environment. More ❯
operations. Maintain and update account-specific escalation trackers and generate regular reports to identify trends, exceptions, and areas for improvement. Desirable skills: Ability to work under pressure. Strong accurate dataentry skills. Strong people skills. Microsoft Office experience and proficient in Microsoft Excel. Has the ability to communicate clearly and concisely. Salary: £18,000 per annum. Working hours More ❯
