Financial Services Administrator
1 week ago
A fantastic opportunity has arisen for an IFA Administrator to join a dynamic and fast-paced financial services firm. This role offers the chance to play a crucial part in supporting a team of experienced Financial Advisers and the Operations Manager, ensuring the smooth operation of the business.
Key Responsibilities:- Manage the submission of new business and top-up transactions, ensuring all compliance requirements are met.
- Keep the back-office system up to date with accurate records.
- Work closely with various financial platforms to handle fund transactions, process switches, and manage income requests.
- Support the advisers by preparing essential information and documents for client meetings.
- Assist with ongoing projects, including asset migration to new platforms, and contribute to the preparation of annual client review reports.
- Collaborate with financial service providers to facilitate smooth transactions, handle client inquiries, and work alongside the administration and support teams to ensure seamless operations.
The ideal candidate will possess strong interpersonal and communication skills, both verbal and written. They should be highly organized, capable of managing multiple tasks efficiently, and comfortable working both independently and as part of a larger team. Proficiency in computer use and a quick ability to learn new software systems are essential.
Punctuality and strong time management skills are highly valued, as is a commitment to delivering high-quality work and meeting deadlines.
Why Apply?This role is a unique opportunity for someone looking to build a career in the financial services industry. It offers valuable experience in a supportive environment where contributions are recognized, and professional growth is encouraged. The position provides the chance to be a key part of a team that plays an integral role in clients' financial success.
If you are a dedicated and detail-oriented professional seeking to advance your career as an IFA Administrator, this could be the perfect role for you.
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