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Senior IFA Administrator

Page Personnel
Posted 8 hours ago, valid for 12 days
Location

Brighton and Hove, Brighton and Hove BN3, England

Salary

£28,000 - £35,000 per annum

Contract type

Full Time

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Sonic Summary

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  • An exceptional opportunity has arisen for a detail-oriented Senior IFA Administrator within the Financial Services industry.
  • This role, based in Hove, requires a dedicated individual with a robust understanding of Banking & Financial Services and at least 3 years of experience.
  • The position offers a competitive salary range of approximately £28,000 to £33,000 per annum.
  • Key responsibilities include processing transactions, maintaining client records, and supporting financial advisors with client reviews.
  • Candidates should possess excellent customer service skills, attention to detail, and proficiency in financial software.

An exceptional opportunity has arisen for a detail-oriented Senior IFA Administrator within the Financial Services industry. This role, based in Hove, requires a dedicated individual with a robust understanding of Banking & Financial Services.

Client Details

Our client is a well-established entity in the Financial Services sector, boasting a sizeable team of skilled professionals. They are committed to delivering top-notch financial solutions and have a strong presence in the UK market.

Description

  • Efficiently process and monitor new and existing business transactions
  • Deliver exceptional customer service, handling queries with professionalism
  • Maintain and update client records, ensuring data accuracy
  • Liaise regularly with product providers and clients
  • Support the financial advisors in preparing client reviews and reports
  • Keep up-to-date with changes within the financial services industry
  • Comply with all company and regulatory guidelines

Profile

A successful 'Senior IFA Administrator' should have:

  • A solid understanding of the Financial Services sector
  • Excellent customer service and communication skills
  • Proficiency in handling administrative tasks within a Banking & Financial Services environment
  • High level of accuracy and attention to detail
  • Proficiency in using financial software and MS Office suite

Job Offer

  • Competitive salary range of approximately 28,000 to 33,000 per annum
  • The chance to work in a team-oriented, supportive environment
  • Opportunity to grow and develop skills within the Financial Services industry
  • Convenient location in HOVE

If you're a team player, eager to build your career in the Financial Services industry, and you match the criteria outlined, we encourage you to apply for this Senior IFA Administrator position today.

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.