IFA Administrator

We are searching for a meticulous and experienced IFA Administrator, with a keen eye for detail, to join our team. The ideal candidate will be responsible for supporting the team in delivering a first-class service to our clients.

Client Details

Our client is a medium-sized organisation operating in the financial services sector. Based in Hove, the company prides itself on providing high-quality financial advice and creating long-term relationships with its clients.

Description

• Assist in the administration of client portfolios and financial planning arrangements.
• Process new business applications and follow up with providers to ensure timely business processing.
• Prepare and compile financial analysis reports.
• Participate in client meetings and prepare meeting minutes.
• Communicate with clients to answer queries and obtain information.
• Maintain client files in compliance with regulatory requirements.
• Stay updated with industry news and regulatory changes.
• Support the IFA team in any other administrative tasks as required.

Profile

A successful IFA Administrator should have:

• A solid background in financial services.
• Proficiency in financial planning software and MS Office Suite.
• Strong administrative skills with an eye for detail.
• Excellent communication skills, both written and verbal.
• Ability to work well within a team and individually.
• Good organisational and time management skills.
• Professionalism and a strong work ethic.

Job Offer

• An estimated salary range of 28,000 - 32,000.
• Opportunity to work in a friendly, professional environment.
• A central location in Hove, with easy access to public transport.
• Opportunity to further your career in the financial services industry.

We encourage all IFA Administrator's who believe they possess the necessary skills and experience to apply. This is a fantastic opportunity to join a reputable company and further develop your skills within the industry