Financial Services Administrator

3 weeks ago


London, Greater London, United Kingdom Harris Commercial Ltd Full time £30,000
IFA Administrator (Remote)
**About the Role**
We are currently recruiting on behalf of a well-established financial advisory firm for an experienced IFA Administrator. This is a fully remote position, providing high-quality administrative support to a team of financial advisors.

**Key Responsibilities**
Delivering seamless administrative support, managing client communications, and ensuring all documents and data are accurate and up to date. As the IFA Administrator, you will be a key point of contact for clients, while also handling a variety of administrative tasks to help the financial advisors operate efficiently.

**Key Tasks**
* Drafting client letters, valuation reports, and ensuring all documents for client reviews are ready and accurate.
* Client Account Management: Setting up and managing client accounts, ensuring compliance with business requirements.
* Preparing and processing LOAs and coordinating with providers to facilitate account management.
* Data Management: Keeping back-office systems and client portals up to date, managing fact finds, and maintaining accurate records.
* Providing day-to-day administrative assistance to financial advisors.

**Requirements**
Experience with financial back-office systems and Microsoft Office. This is an exciting opportunity to join a growing financial advisory business that offers remote working, flexibility, and a clear career progression pathway.

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