Senior Administrator

4 days ago


Grimsby, North East Lincolnshire, United Kingdom Accomplish Today Full time

Are you looking for a challenging role in a reputable firm with a wealth of experience?

We are seeking an experienced IFA Administrator to join our growing team at Accomplish Today.

The successful candidate will have previous experience in a similar role and be able to add value and knowledge to our team.

The day-to-day responsibilities of this role include:

  • Onboarding new clients and ensuring a smooth transition
  • Compiling investment illustrations on behalf of our Paraplanners
  • Liaising with clients and providers to resolve queries and plan alterations

Required skills and qualifications include:

  • Previous experience as an IFA Administrator
  • Strong communication skills and attention to detail
  • A strong work ethic and ability to work in a team environment

This role offers a hybrid working arrangement and potential tax-free bonus.



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