IFA Administrator
1 month ago
Exciting Opportunity for an IFA Administrator
We are partnering with a dynamic IFA firm to find a skilled 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 technical and administrative support while maintaining excellent customer service
- Telephone liaison with administration centres and paraplanners, chasing financial institutions for information
- Completing illustrations and applications for new business
- Processing new business applications and chasing through to completion
- Tasks must be completed in a timely manner
Requirements:
- Experience as an administrator in an IFA or wealth management environment
- Excellent IT and communication skills, with the ability to work independently
- Confidence in dealing with third parties and discretion in handling sensitive information
- A self-starter with the ability to work with minimal supervision
If you have the skills and experience we're looking for, please get in touch.
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