IFA Administrator

2 days ago


High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full time

We are seeking an experienced IFA administrator to join our team at Oxby and Parke Recruitment. As a key member of our team, you will provide administrative support to our clients and ensure the smooth operation of our business.

Key Responsibilities:

  • Manage and process administrative tasks from start to finish, ensuring accuracy and efficiency.
  • Prepare and distribute informative packs and products to clients, maintaining high-quality standards.
  • Audit and review client reports, monitoring progress and tracking results.
  • Respond to client inquiries via email or telephone, providing exceptional customer service.
  • Ensure compliance with up-to-date procedures and apply them to daily tasks.

About You:

  • You will have experience working within an IFA setting or financial services role.
  • You will be highly organized, a forward thinker, and possess excellent attention to detail.
  • You will have strong IT skills, ideally experienced using Microsoft Office, Intelligent Office (IO), PaperCloud, and other provider platforms.
  • You will be driven to deliver results and work effectively in a timely manner.


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