IFA Administrator
1 day ago
We are seeking an experienced IFA administrator to join our team at Oxby and Parke Recruitment. As a key member of our team, you will provide administrative support to our clients and ensure the smooth operation of our business.
Key Responsibilities:
- Manage and process administrative tasks from start to finish, ensuring accuracy and efficiency.
- Prepare and distribute informative packs and products to clients, maintaining high-quality standards.
- Audit and review client reports, monitoring progress and tracking results.
- Respond to client inquiries via email or telephone, providing exceptional customer service.
- Ensure compliance with up-to-date procedures and apply them to daily tasks.
About You:
- You will have experience working within an IFA setting or financial services role.
- You will be highly organized, a forward thinker, and possess excellent attention to detail.
- You will have strong IT skills, ideally experienced using Microsoft Office, Intelligent Office (IO), PaperCloud, and other provider platforms.
- You will be driven to deliver results and work effectively in a timely manner.
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High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full time{"title": "Senior IFA Administrator", "content": "About the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is organized, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a...
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High Wycombe, Buckinghamshire, United Kingdom Brook Street UK Full time{"title": "Senior IFA Administrator", "content": "About the RoleWe are seeking a highly skilled and proactive Senior IFA Administrator to join our team in High Wycombe. This is an excellent opportunity for someone who is organized, forward-thinking, and eager to take on new challenges. If you have excellent attention to detail, strong IT skills, and a...
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