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Senior IFA Administrator

3 months ago

Bournemouth UK, Dorset, United Kingdom Fram Search Full time

Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals.

We are seeking a meticulous and proactive IFA Administrator to support the Financial Advisor team. The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy.

Key Responsibilities:

  • Provide comprehensive administrative support to IFAs.
  • Manage client documentation, ensuring accuracy and compliance.
  • Coordinate client meetings and prepare necessary materials.
  • Maintain and update client records and databases.
  • Assist in the preparation of reports and financial statements.
  • Liaise with clients and providers to facilitate smooth communication and service delivery.

Qualifications:

  • Previous experience in a financial services administration role is preferred.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Proficiency in Microsoft Office Suite.
  • Ability to work independently and as part of a team.
  • Knowledge of financial products and services is an advantage.

If you are a dedicated professional looking to further your career in wealth management, we would love to hear from you.