IFA Administrator
2 days ago
About the Company:
Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator .
Why Apply?
- Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.
- Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance.
- Supportive Team: Work in a collaborative environment with the tools you need to succeed.
Key Responsibilities:
- Efficient Administration: Manage new business submissions and track progress across investment platforms.
- Attention to Detail: Prepare, process, and monitor new business applications.
- Client Service: Oversee client annual review packs from start to finish.
- Problem Solving: Adapt to industry changes and suggest process improvements.
- Collaboration: Work closely with colleagues and maintain a positive, proactive approach.
What You Bring:
- Experience: Solid background in Financial Services, particularly with IFA firms.
- Motivation: A can-do attitude and passion for delivering quality results.
- Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office.
- Organisational Skills: Strong attention to detail and the ability to work both independently and in a team.
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