Senior IFA Administrator

1 month ago


Hove, United Kingdom CV-Library Full time

An exceptional opportunity has arisen for a detail-oriented Senior IFA Administrator within the Financial Services industry. This role, based in Hove, requires a dedicated individual with a robust understanding of Banking & Financial Services.

Client Details

Our client is a well-established entity in the Financial Services sector, boasting a sizeable team of skilled professionals. They are committed to delivering top-notch financial solutions and have a strong presence in the UK market.

Description

Efficiently process and monitor new and existing business transactions
Deliver exceptional customer service, handling queries with professionalism
Maintain and update client records, ensuring data accuracy
Liaise regularly with product providers and clients
Support the financial advisors in preparing client reviews and reports
Keep up-to-date with changes within the financial services industry
Comply with all company and regulatory guidelinesProfile

A successful 'Senior IFA Administrator' should have:

A solid understanding of the Financial Services sector
Excellent customer service and communication skills
Proficiency in handling administrative tasks within a Banking & Financial Services environment
High level of accuracy and attention to detail
Proficiency in using financial software and MS Office suiteJob Offer

Competitive salary range of approximately £28,000 to £33,000 per annum
The chance to work in a team-oriented, supportive environment
Opportunity to grow and develop skills within the Financial Services industry
Convenient location in HOVEIf you're a team player, eager to build your career in the Financial Services industry, and you match the criteria outlined, we encourage you to apply for this Senior IFA Administrator position today



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