Senior IFA Administrator
3 weeks ago
Job Title: IFA Administrator
Location: St Albans
Salary: Up to £35k
We are working with a successful IFA firm based in St Albans, and they're looking for an experienced IFA Administrator to collaborate with and support their top financial advisor in the business. The company will also offer you progression and support for the CII Level 4 Diploma (R0 Exams).
IFA Administrator Duties;
- Provide an effective and efficient support service to the department and dedicated financial planners.
- Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
- Preparing client valuations and review packs
- Using back office technology to guarantee complete and accurate client records
- Report writing and research for Financial Advisor
Experience required for an IFA Administrator to come on board;
- At least 1 years' experience as an administrator in an IFA/wealth management firm
- Confidence when liaising with clients and producing documentation
- MUST have report writing experience within a financial admin role
Benefits of becoming an IFA Administrator;
- Hybrid working- based in a modern St Albans office
- Study support for your R0 qualifications
- Basic salary up to 35K
If you are an IFA Administrator and are interested then please apply.
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