Senior IFA Support Specialist
4 weeks ago
IFA Administrator/Adviser Support Role
£28,000 - £32,000 - negotiable
Gerrards Cross
Full Time, Permanent
We are seeking a highly skilled and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to our advisers, paraplanner and other team members.
About the Role
As a key member of our IFA team, you will be responsible for providing administrative support to our advisers, including preparing and maintaining client records, managing correspondence, and coordinating meetings.
Key Responsibilities
- Provide administrative support to our IFA advisers, including preparing and maintaining client records and managing correspondence.
- Coordinate meetings and appointments with clients and other stakeholders.
- Assist with the preparation of reports and presentations.
- Develop and maintain relationships with clients and other stakeholders.
Requirements
We are looking for a highly skilled and experienced IFA Administrator/Adviser Support with excellent communication and organizational skills.
What We Offer
We offer a competitive salary, excellent benefits package, and opportunities for professional development.
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