Senior IFA Administrator

4 weeks ago


London, Greater London, United Kingdom Page Personnel Full time

We are seeking a highly skilled and experienced Senior IFA Administrator to join our client's team based in Hove. As a key member of the team, you will be responsible for efficiently processing and monitoring new and existing business transactions, delivering exceptional customer service, and maintaining accurate client records.

About the Company

Our client is a well-respected entity in the Financial Services sector, renowned for its commitment to delivering high-quality financial solutions and excellence in customer service.

Key Responsibilities

  1. Process and monitor new and existing business transactions, ensuring timely and accurate completion.
  2. Provide exceptional customer service, responding to queries in a professional and courteous manner.
  3. Update and maintain accurate client records, adhering to regulatory guidelines.
  4. Liaise with product providers and clients to ensure seamless service delivery.
  5. Support financial advisors in preparing client reviews and reports.
  6. Stay up-to-date with changes in the financial services industry.

Requirements

To be successful in this role, you will need:

  1. A solid understanding of the Financial Services sector.
  2. Exceptional customer service and communication skills.
  3. Proficiency in handling administrative tasks within a Banking & Financial Services environment.
  4. A high level of accuracy and attention to detail.
  5. Proficiency in using financial software and MS Office suite.

What We Offer

In return for your expertise, we offer a competitive salary of approximately £31,000 per annum, along with opportunities for growth and development within the Financial Services industry.



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