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IFA Administrator

2 months ago

Warrington, Warrington, United Kingdom O'loughlin Recruitment Ltd Full time

**Job Summary**

O'loughlin Recruitment Ltd is seeking a highly skilled and experienced IFA Administrator to join their team. As an IFA Administrator, you will provide administrative support to a team of Independent Financial Advisers, ensuring the smooth operation of the office and delivering exceptional customer service.

**Key Responsibilities**

  • Manage day-to-day client and provider enquiries, responding promptly and professionally to all correspondence.
  • Arrange meetings for the financial adviser, ensuring seamless coordination and communication.
  • Prepare literature for client meetings, including reports and valuations, to a high standard.
  • Input new business and maintain client records on back-office systems, adhering to company and FCA compliance regulations.

**Requirements**

  • Proven experience working within a Financial Advisor firm as an Administrator.
  • Strong team player with excellent interpersonal skills and the ability to communicate effectively with colleagues and clients.
  • Comfortable working under pressure to meet deadlines and using your own initiative.
  • Excellent IT skills, particularly Microsoft Office, and experience of relevant IFA back-office systems and platforms.

**What We Offer**

O'loughlin Recruitment Ltd is an equal opportunities Employer, adhering to all relevant legislation and offering services regardless of age, race, sex, disability, or religious belief.