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Position: AdministratorLocation: Near BanburyDays: Tuesday, Wednesday, ThursdayHours: 9:00 AM - 5:00 PMSalary: Up to £28,500 pro-rataExperience Required: Previous experience working in an Independent Financial Advisor (IFA) firm is essential
About the RoleWe are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations.
Key Responsibilities
- Liaising with clients to gather personal and policy information and updating records.
- Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks.
- Communicating with providers to obtain quotations, illustrations, and transfer values.
- Overseeing compliance processes, including AML checks and maintaining regulatory standards.
- Managing client records via CRM, ensuring accuracy and updates are maintained.
- Assisting with pension transfers, annuity arrangements, and drawdown setups.
- Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies.
Required Skills and Experience
- Proven experience within an IFA environment is mandatory.
- Strong organisational and administrative skills.
- Proficient in using CRMs and financial systems relevant to the IFA sector.
Why Apply?
- Work as part of a professional, dedicated team.
- Part-time hours with a competitive salary.
How to ApplyIf you meet the required experience and are interested in this role, apply now with your CV.
