IFA Administrator
3 weeks ago
Exciting Opportunity for an IFA Administrator
We are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.
The Role:
- Issuing letters of authority to providers and learning to write basic suitability letters
- Providing high-level technical and administrative support while maintaining excellent customer service to clients
- Telephone liaison with administration centres and paraplanners, chasing financial institutions for requested information
- Completing illustrations and applications for new business
- Processing new business applications and chasing through to completion
- Tasks must be completed within a timely manner
Requirements:
- Experience working as an administrator at an IFA or within a wealth management environment
- Excellent IT and communication skills, highly organized, and able to make decisions
- Confident in dealing with third parties and able to work with total discretion
- A self-starter able to work with little or no supervision
What We Offer:
A dynamic and fast-paced environment with opportunities for growth and development.
If you are interested in this exciting opportunity, please get in touch.
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