IFA Administrator
3 weeks ago
Job Title: IFA Administrator - Private Client Support Role
We are seeking a highly skilled IFA Administrator to join our Private Client division. The successful candidate will provide administrative support to our financial advisers, servicing new and existing clients.
Key Responsibilities:
- Provide administrative support to financial advisers
- Use various programs such as Intelligent Office and Volume
- Navigate through different provider platforms
- Process relevant applications
- Communicate effectively with the administration team, financial advisers, and clients
Requirements:
- At least 2 years' IFA administration experience
- Intelligent Office experience
- Volume experience a bonus but not essential
Benefits: Up to £38,000 salary/package
Our client is a successful boutique IFA business based in the UK. Due to expansion, the firm has a requirement for a new IFA Administrator to join its growing Private Client division.
The role is office based and offers flexible hours. Reporting to the Office Manager, the IFA Administrator's key duties will include providing administrative support to financial advisers, servicing new and existing clients.
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