Ifa Administrator
2 months ago
The Salary Range for this role within the IFA Administration team is up to £28,000
Tou will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files.
Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial plans.
Collaborate with financial planners to develop and implement strategies for clients.
Maintain accurate and up-to-date records of client information and financial plans.
Assist with special projects as needed.
**Requirements**:
Experience in a financial planning or related field.
Strong organisational and communication skills.
Proficiency in Microsoft Office and other relevant software.
Knowledge of financial planning concepts and strategies.
Don't miss out on this chance to make a difference in the lives of others
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