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The role requires an organised, detail-oriented IFA Administrator. Supporting Independent Financial Advisors with client portfolios, financial paperwork, compliance, and record-keeping. Contributing to the efficiency and success of the Advisory team.
Some of the Key Responsibilities:
- Client Administration: Manage client files, assist with inquiries, and coordinate meetings.
- Document Management: Process and maintain financial documents, ensuring compliance.
- Compliance and Regulation: Ensure regulatory compliance and assist with audits.
- New Business Processing: Support new business applications and liaise with product providers.
- Financial Data Management: Maintain financial portfolios and prepare statements.
- General Office Support: Schedule appointments, communicate with clients, and provide administrative support.
We are looking for someone with previous experience in a IFA Admin role but can be flexible on the level of experience. Some of the key things required for this role is:
- Previous experience within a IFA/Finance Admin role - 2 years minimum
- Understanding of financial products and regulations
- Proficient in MS Office
- Previous experience of using IO (Intelligent Office) is essential to this role
- Strong communication and organisational skills
- Attention to detail, able to work in a regulated environment and remain confidential
- Ability to work on own initiative to ensure deadlines are met
