Ifa Administrator

Are you a passionate and motivated individual with a dedication to the financial services industry? This is your opportunity to join a well-established leading independent financial planning management firm, who are now seeking an experienced and talented IFA Administrator to join their growing team based.

Key Responsibilities:

• Provide administrative support to the financial planning team.
• Assist in client on-boarding and document management.
• Maintain accurate and organised client records.
• Assist in preparing financial reports and client reviews.
• Handle general office administrative tasks.
• Contribute to the overall efficiency and effectiveness of the financial planning operations.

Requirements:

• Previous experience in a financial planning is required.
• Strong organisational skills and meticulous attention to detail.
• Excellent communication and interpersonal skills.
• Enthusiasm for the financial planning industry and a desire to contribute to our client's financial success.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Senior IFA Administrator, IFA Administrator, Technical Administrator