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Senior Financial Services Administrator
2 months ago
Fram Executive Search Limited is seeking a highly organized and detail-oriented Senior IFA Administrator to join our team. As a key member of our Wealth Management firm, you will provide administrative support to our Financial Planning Director and ensure the smooth operation of administrative tasks.
Key Responsibilities- Provide comprehensive administrative support to our Financial Planning team, including managing client documentation and ensuring accuracy and compliance.
- Coordinate client meetings and prepare necessary materials, maintaining and updating client records and databases.
- Assist in the preparation of reports and financial statements, liaising with clients and providers to facilitate smooth communication and service delivery.
- Previous experience in a financial services administration role is preferred.
- Strong organizational skills and attention to detail, with excellent communication and interpersonal abilities.
- Proficiency in Microsoft Office Suite and ability to work independently and as part of a team.
- Knowledge of financial products and services is an advantage.
Fram Executive Search Limited is committed to providing a dynamic and supportive work environment. As a Senior IFA Administrator, you will have the opportunity to further your career in wealth management and work with a reputable and established firm.
