IFA Administration Manager

3 weeks ago


Harrogate, North Yorkshire, United Kingdom McGregor Boyall Full time
Job Overview
McGregor Boyall is seeking a highly organized and detail-oriented IFA Administration Manager to join our team. As a key member of our organization, this role will serve as a central point of contact between clients and colleagues, ensuring seamless communication and information exchange.

In this position, you will be responsible for gathering and maintaining comprehensive client data, including historical records. You will also collaborate with financial advisors to collect data for report preparation and identify suitable solutions for clients.

This is an excellent opportunity for someone with experience in IFA administration to take their career to the next level. If you have a strong passion for delivering exceptional client service and are looking for a challenging and rewarding role, please apply.

**Key Responsibilities:**
  • Gathering and maintaining comprehensive client data
  • Collaborating with financial advisors to collect data for report preparation
  • Identifying suitable solutions for clients


**Requirements:**
  • A minimum of 6 months' experience in IFA administration
  • Prior experience in a customer service/admin role within the financial services sector


**What We Offer:**
  • A competitive salary of £30,000 - £32,000 per annum
  • A hybrid work model allowing successful candidates to work from home a few days per week


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