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IFA Administrator
2 months ago
About the Role:
We are seeking an experienced IFA Administrator to join our team at Premier Jobs UK. As an IFA Administrator, you will play a key role in ensuring clients receive excellent service and support.
Key Responsibilities:
- Provide exceptional client service and support, ensuring clients are contacted in line with their ongoing service agreements.
- Review client risk profiles, obtain new and missing information, and arrange meetings with financial advisers.
- Assist with implementing actions such as no-change letters or straightforward review letters following client meetings.
- Work closely with our Paraplanner, Office Manager, and other Administrators to ensure seamless service delivery.
Requirements:
- Previous experience as an IFA Administrator or Client Services Executive in a financial planning firm.
- Excellent approach to work, with the ability to handle multiple tasks and deadlines, work well in a small team, and provide high-quality client service.
Benefits:
- Salary of £32,000 - £35,000 plus bonus scheme upon achieving team goals.
- Full-time or part-time hours considered.
- 28 days annual and statutory leave, with the option to purchase additional 10 days per year.
- Auto-enrolment pension and death-in-service scheme.
- Mainly office-based role with some scope to work from home.
About Us:
Premier Jobs UK is a leading recruitment agency specializing in financial services and administration roles. We are committed to providing exceptional service to our clients and candidates.
