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IFA Administrator

4 months ago

Stockport, United Kingdom Adecco Full time

Are you looking for an exciting opportunity in the Wealth Management industry? Are you passionate about building strong client relationships? If so, we have the perfect role for you Our client, a leading Wealth Management company, is seeking an enthusiastic and dedicated individual to join their team as an IFA (Independent Financial Advisor) Administrator.

As an IFA Administrator, you will be an integral part of their team, providing crucial support to the financial advisors and ensuring a smooth and efficient client experience. You will have the opportunity to work in a dynamic and fast-paced environment, contributing to the growth and success of the organisation.

Responsibilities:

Assisting financial advisers in preparing and processing investment and insurance applications.
Managing and updating client records and databases.
Liaising with external providers to obtain relevant client information.
Conducting research on investment products and market trends.
Acting as a point of contact for client queries and providing exceptional customer service.
Collaborating with the team to complete ad-hoc tasks and projects.

Requirements:

Previous experience in a similar administrative role within the financial services industry.
Excellent organisational and time management skills.
Strong attention to detail and accuracy.
Exceptional communication and interpersonal skills.
Proficient in Microsoft Office Suite, particularly Excel.
Ability to work independently and as part of a team.

Why join their team?

Competitive salary and benefits package.
Opportunity for career progression and professional development.
Collaborative and supportive work environment.
Chance to work with a diverse and talented team.
Access to market-leading training and resources.

Don't miss out on this fantastic opportunity to join a highly regarded Wealth Management organisation If you are a motivated and enthusiastic individual with a passion for client relations, we want to hear from you. Apply today and take the next step in your career journey.

Please note that due to the high volume of applications, only shortlisted candidates will be contacted. We sincerely appreciate your interest in this position.

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website