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Form of workJoin our well-established independent financial advisory firm that takes pride in delivering expert financial advice with a holistic approach. As a team, they prioritise meticulous attention to detail and a passion for financial planning. With a rich history, loyal client base, and a commitment to excellence, we are seeking a dedicated IFA Administrator to contribute to their success.
The salary range for an IFA Administrator is £25,000 - £30,000 and free parking
As an IFA Administrator, you will be an integral part of our team, contributing to our holistic financial planning approach. Your primary responsibilities will involve noncomplex paraplanning activities and Administration duties, providing crucial support to our advisers as they guide clients through various financial decisions. Your meticulous attention to detail and dedication to accuracy will be essential in ensuring comprehensive support for our advisers.
Key Responsibilities:
- Collaborate with the team to ensure accuracy and completeness in client support.
- Assist in researching financial products and staying informed about industry trends.
- Contribute to the overall efficiency and effectiveness of the advisory process.
- Dealing with client and Provider queries.
- Organisation of client review meetings,
- Investment report writing, Post review report writing,
- Preparing all required documentation for client meetings.
- Ensuring all New Business requirements are met for both compliance and the various Providers
To be considered:
- Meticulous and detail-oriented individual with a passion for financial planning.
- Strong organisational and communication skills.
- Previous experience in a similar role or financial services environment is advantageous.
- Commitment to maintaining a high standard of accuracy and professionalism.
