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Senior IFA Administrator

2 months ago

Ipswich, Suffolk, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a highly skilled Senior IFA Administrator to join our team. As a key member of our administration team, you will be responsible for providing exceptional support to our financial advisors and ensuring that client administration and servicing are conducted efficiently.

The ideal candidate will have a strong technical knowledge of financial planning and administration, with experience in a similar role. You will be a team player, with excellent communication and organizational skills, and be able to work effectively in a fast-paced environment.

Key Responsibilities
  1. Provide administrative support to financial advisors, including preparing and submitting client reports and documents.
  2. Manage client data and maintain accurate records, ensuring compliance with regulatory requirements.
  3. Develop and implement administrative processes to improve efficiency and productivity.
  4. Collaborate with the financial planning team to ensure seamless delivery of services to clients.
  5. Contribute to the development of new business opportunities and initiatives.
Requirements
  • Strong technical knowledge of financial planning and administration.
  • Experience in a similar role, preferably in a financial services environment.
  • Excellent communication and organizational skills.
  • Ability to work effectively in a fast-paced environment.
  • Strong attention to detail and ability to maintain accurate records.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Senior IFA Administrator looking for a new challenge, please apply today.