Ifa Administrator

1 week ago


Croydon, Greater London, United Kingdom Reed Full time

IFA Administrator

  • Job Type: Full-time
  • Location: Orpington
  • Salary: £28000 p/a - £35000 p/a

We are seeking a diligent and professional IFA Administrator to support our team of Independent Financial Advisors. The ideal candidate will have a keen eye for detail and a strong background in financial services administration.

Day to Day of the Role:

  • Provide administrative support to Independent Financial Advisors, ensuring efficient operation of the office.
  • Process and follow up on client documentation, ensuring compliance with regulatory standards.
  • Manage client databases, keeping records up to date and accurate.
  • Prepare reports and financial summaries for client meetings.
  • Liaise with clients, providing high-quality customer service and handling queries.
  • Coordinate appointments and maintain the advisors' schedules.
  • Assist with the implementation of new processes and systems to improve efficiency.

IFA Administrator Required Skills:

  • Proven experience in an administrative role within the financial services sector.
  • Strong organisational and time-management skills.
  • Excellent communication skills, both written and verbal.
  • Proficiency in office software, including Microsoft Office Suite.
  • Familiarity with financial regulations and compliance requirements.
  • Ability to work independently and as part of a team.
  • A proactive approach to problem-solving and process improvement.

IFA Administrator Benefits:

  • Opportunities for professional development and career progression.
  • Supportive and collaborative work environment.
  • 25 days' holiday plus bank holidays and more

To apply for the IFA Administrator position, please submit your asap


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