Back to search
Searching for an Expereinced IFA Administrator!
About the Role:We are seeking an experienced IFA Administrator with at least one year of financial administration experience to join our growing team. You will support Financial Advisers and ensure the smooth delivery of services to clients.
Key Responsibilities:
- Process new and existing business, ensuring all tasks are completed accurately and efficiently.
- Prepare and manage client documentation, including compliance and provider paperwork.
- Assist with client reviews and address client inquiries.
- Maintain and update client records with high attention to detail.
Why Join Us:
- Career Development: Receive full support in your career progression, including funding toward achieving Chartered status.
- Dynamic Work Environment: Be part of a fast-growing firm that values innovation and offers opportunities for professional development.
- Client-Focused Culture: Directly contribute to exceptional client experiences by providing personalized financial solutions.
Qualifications:
- Minimum one year of experience in financial administration.
- Strong organizational skills and attention to detail.
- Excellent communication skills and proficiency in Microsoft Office and financial software.
