IFA Administrator

14 hours ago


Stockport, Stockport, United Kingdom Adecco Full time
IFA Administrator Job Description

We are seeking an experienced IFA Administrator to join our dynamic team at Adecco. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operations of our practice.

Key Responsibilities:
  • Provide exceptional customer service by answering client inquiries and addressing their needs promptly and professionally.
  • Manage the advisors' calendars and schedule client meetings, ensuring efficient use of their time.
  • Prepare and submit accurate client documentation, ensuring compliance with industry regulations.
  • Process new business applications and follow up with providers to ensure timely completion.
  • Maintain client records and databases, ensuring accuracy and confidentiality.
  • Support the advisors in preparing client reviews and presentations by gathering relevant information and materials.
  • Collaborate with internal teams such as compliance and operations to ensure smooth operations and compliance with industry standards.

To be successful in this role, you must have a minimum of 2 years of experience in an IFA background. You should also have excellent communication skills and a friendly yet professional telephone manner. Proficiency in using IO systems is essential to efficiently handle client inquiries and tasks.

Adecco offers a competitive salary of £31,000 per annum for this full-time, permanent position. In addition, you will have the opportunity to work with a supportive and collaborative team that values professional growth and development.

We are committed to building a supportive environment for our employees to explore the next steps in their careers. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.



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