IFA Administrator

• Supporting Financial Planner
• This is an office-based role, with some flexibility
• Intellio experience would be a bonus
• Salary very much dependent on experience

IFA Administrator

• We are seeking a highly organised and detail-oriented IFA (Independent Financial Advisor) Administrator to join our professional team. The successful candidate will play a vital role in supporting financial planning activities, managing client documentation, and ensuring smooth administrative operations within our financial services firm.
• This role offers an excellent opportunity for individuals with a background in administrative support and an interest in financial services to develop their career in a dynamic environment. The position is paid and suitable for applicants with strong organisational and communication skills, as well as proficiency in relevant IT tools.

IFA Administrator

• Prepare and maintain accurate client records, reports, and documentation related to financial planning activities.
• Assist with analysis of client data to support financial advice and planning processes.
• Draft detailed reports and correspondence using Microsoft Word, Excel, and Outlook.
• Manage scheduling of appointments and meetings for financial advisors, ensuring efficient time management.
• Coordinate communication between clients, internal teams, and external partners to facilitate seamless service delivery.
• Support compliance procedures by organising necessary documentation and ensuring adherence to regulatory standards.
• Handle incoming enquiries via email or phone with professionalism, providing excellent customer service.
• Maintain organised electronic filing systems for easy retrieval of information.
• Contribute to continuous improvement initiatives by providing feedback on administrative processes.

IFA Administrator

• Proven experience in report writing and analysis within a financial or administrative setting.
• Strong organisational skills with the ability to prioritise tasks effectively.
• Excellent communication skills, both written and verbal, tailored to diverse audiences.
• Proficiency in Microsoft Office suite, including Word, Excel, Outlook, and other relevant IT tools.
• Knowledge of financial services and financial planning principles is desirable but not essential.
• Demonstrated customer service skills with a professional approach to client interactions.
• Good time management skills to handle multiple priorities efficiently.
• Previous administrative experience is preferred, with an emphasis on accuracy and attention to detail.

IFA Administrator

• Immediate in-person interviews

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