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Senior Financial Services Coordinator

2 months ago

St Albans, Hertfordshire, United Kingdom Placing Faces Full time

Job Title: IFA Administrator

Location: Remote Opportunity

Salary: Up to £35k

We are working with a successful financial services firm, and they're looking for an experienced IFA Administrator to collaborate with and support their top financial advisor in the business. The company will also offer you progression and support for professional certifications.

IFA Administrator Responsibilities:

  • Provide an effective and efficient support service to the department and dedicated financial planners.
  • Serve as the client's point of contact and oversee workflows to ensure the services are supplied promptly.
  • Prepare client valuations and review packs.
  • Utilize back office technology to guarantee complete and accurate client records.
  • Write reports and conduct research for Financial Advisors.

Requirements for an IFA Administrator:

  • At least 1 year's experience as an administrator in a financial services firm.
  • Confidence when liaising with clients and producing documentation.
  • Must have report writing experience within a financial administration role.

Benefits of becoming an IFA Administrator:

  • Hybrid working arrangement.
  • Study support for professional certifications.
  • Basic salary up to £35k.

If you are an experienced IFA Administrator, please apply.