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Financial Services Administrator
2 months ago
Job Title: IFA Administrator
**About the Role**
We are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service.
**Key Responsibilities**
* Prepare portfolio valuations and produce illustrations for new business
* Arrange meetings with clients for our financial advisors
* Handle client requests and queries in a timely and professional manner
* Prepare suitability reports for approval by our financial advisors
* Send reports and investment information to clients
* Accurately submit data on our system for clients
* Ensure work is completed within specified timelines
**Requirements**
* Previous experience working in an IFA or financial planning firm
* Experience with report writing, valuations, and appraisals is ideal
* Strong administration skills and great communication skills
* Good working knowledge of Microsoft applications
* Familiarity with current FCA Legislation is a plus
**What's on Offer**
As an IFA Administrator, you will enjoy a competitive salary of £25,000-£28,000, 25 days of holiday, bonus, study support for professional development, pension contribution, hybrid working, and healthcare. You will also have the opportunity to work in a great environment that fosters learning and development.
