Ifa Administrator

7 months ago

Crawley, United Kingdom Cranleigh Personnel Full time

**IFA Administrator**
**Based Crawley**
**Salary up to £30,000**

**Overview**
Our client is now looking for an enthusiastic and organised IFA Administrator to join their team. You will be working for a Chartered, Independent IFA and joining a company with established processes and procedures.

**Responsibilities**:

- Provide administrative support to the IFA Advisers
- Prepare client files and other documents
- Maintain accurate and up-to-date client records
- Handle client queries in a timely and professional manner
- Provide advice and guidance to clients on financial matters
- Gather and process information for client meetings
- Ensure compliance with relevant regulations and procedures
- Organise and coordinate meetings and events
- Assist with any other administrative tasks as required

**Requirements**:

- Proven experience as an IFA Administrator or similar role
- Excellent organizational and time management skills
- Excellent communication and customer service skills
- Strong attention to detail
- Familiarity with financial regulations and procedures
- Proficiency in Microsoft Office

**Education and Experience**:

- At least 1 year of experience as an IFA Administrator or similar role

**Working Hours**:
This is a full-time position, Monday to Friday, from 9am to 5pm.

**Application Process**:
**Salary**: £25,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- 'Do you have at least 1 x years experience as an IFA Administrator?

Work Location: In person

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