Senior IFA Administrator
4 days ago
Our client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.
The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver exceptional client service.
Key Responsibilities:
- Arrange meetings and appointments for the Financial Planning team
- Process new business, generate illustrations, and valuations
- Work closely with the management team to ensure seamless operations
Candidate Requirements:
- Proven experience as a Financial Planning or IFA Administrator
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Knowledge of Intelliflo is a plus, but not essential
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and supportive work environment
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