Senior Ifa Administrator

7 months ago


Alton, United Kingdom Capio Recruitment Full time

Job Title: IFA Administrator

Location: Alton

**Salary**: Flexible, dependent on experience.

Are you looking for an exciting opportunity to join a leading Chartered Independent Financial Advisor firm, recognised for its excellence and innovation in the financial services industry? If so, we would love to hear from you

**About Us**:
We are a prestigious, multi-award winning Chartered Independent Financial Advisor firm, renowned for our commitment to delivering personalised financial solutions and exceptional customer service. With a wealth of experience and a dedication to staying at the forefront of industry developments, we are driven by a mission to empower our clients to secure their financial future.

**Job Overview**:
As an IFA Administrator, you will play a crucial role in ensuring the smooth and efficient operation of our advisory services. Working closely with our team of highly qualified financial advisors, you will be responsible for handling administrative tasks and providing essential support to maintain our exceptional standards of client service.

**Key Responsibilities**:

- Process and manage client documentation efficiently and accurately.
- Coordinate client meetings and manage advisors' calendars.
- Handle client inquiries, providing excellent customer service and addressing their needs effectively.
- Assist in preparing and maintaining financial reports and documents.
- Collaborate with internal teams to ensure seamless communication and workflow.
- Maintain and update client databases and records securely.
- Support compliance and regulatory requirements, adhering to industry best practices.

**Requirements**:

- Previous experience as an IFA administrator within the financial services industry is **essential.**:

- Knowledge of financial products, investment platforms, and financial planning processes would be advantageous.
- Strong attention to detail and accuracy in handling documentation.
- Excellent communication skills, both written and verbal.
- Proficiency in using relevant software and tools - Intelliflo Office.
- A proactive and adaptable approach to work, able to thrive in a dynamic and fast-paced environment.

**Benefits**:

- Join a highly regarded and established Chartered IFA firm with a track record of success.
- Be part of a dedicated team of professionals who value teamwork and collaboration.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
- Contributory pension scheme.
- Generous holiday allowance.

**Application Process**:
"INDELOISE"

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£32,000.00 per year

**Benefits**:

- Financial planning services
- Flexitime
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Alton



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