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IFA Administrator

IFA Administrator

Fram Search

Posted 18 hours ago, valid for 4 days

London, Greater London EC1R 0WX

£50,000 - £60,000 per annum

Full Time

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Sonic Summary

The position is for an IFA Administrator at a reputable financial advisory firm in Bedford, offering a salary of £25,000 to £30,000 per year.
Candidates must have previous experience in IFA administration or a financial services role.
Key responsibilities include providing administrative support to Independent Financial Advisers, managing client queries, and maintaining CRM records.
The role requires strong organizational and communication skills, proficiency in financial services software, and a high attention to detail.
This full-time, office-based position is an excellent opportunity for career development in a supportive environment.

CRM Management
Reporting
Office Based

Fram Search is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters. They are currently seeking a professional, highly organized, and proactive IFA Administrator to join the small but dynamic team and provide essential support to advisers.Key Responsibilities:

Provide comprehensive administrative support to Independent Financial Advisers (IFAs).
Liaise with clients, insurers, investment platforms, and other third parties.
Prepare client meeting packs, process applications, and ensure all compliance documents are in place.
Maintain accurate client records using CRM systems and ensure all documentation is compliant with industry regulations.
Manage client queries, update portfolios, and follow up on adviser requests.
Assist with the preparation and submission of reports, investment reviews, and other financial documents.
Maintain awareness of industry developments and changes in financial regulations.

Skills and Experience:

Previous experience in an IFA administration or financial services role is essential.
Strong organizational and communication skills, with the ability to multitask.
Proficiency in using financial services software (e.g., Intelligent Office, Adviser Office, or similar).
Knowledge of compliance procedures within the financial sector.
High attention to detail and the ability to work efficiently under pressure.
A proactive attitude and willingness to support the team where needed.

This is an excellent opportunity for an IFA Administrator looking to develop their career in a supportive and professional environment. Please note, the role is full time as is office based.

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