Ifa Administrator

Exciting IFA Administrator Opportunity
- Small intimate firm

**About Our Client**:
This business has been established for around 15 years and is consistently going from strength to strength. The business has grown over the years through recommendations and great service. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers who believe in partnerships with their clients.

On a day to day basic you can expect to be:

- Co-ordinating the Planners diaries and the arranging of client meetings
- New business processing
- Preparing documentation for client appointments and meetings
- Production of annual planning meeting packs.
- Ensuring all data entry is completed accurately
- Client file maintenance
- Client servicing
- Providing quotes using exchange and platforms.
- Dealing with policy enquiries.
- General Admin support

**The Successful Applicant**:
The successful IFA Administrator will require the following:

- Previous experience working in an IFA or similar role
- Financial services experience is a must
- Strong administration skill set
- Great communication skill s
- Up to date with current FCA Legislation would be ideal

**What's on Offer**:
This IFA Administrator role will offer the following:

- Competitive Salary - Negotiable on experience
- 28 days holiday
- Flexible working hours
- Pension scheme
- Christmas shut down
- Study support
- Company social events