IFA Administrator

IFA Administrator focuses on your duties will be varied and in line with the responsibilities involved in financial administration including, but not limited, to.

What the role involves

• Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to.
• Client correspondence, written and verbal.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
• Maintaining client records on the company software.

Skills and requirements

• This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
• Also be skilled in, or have the ability to learn.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.

Confirmed role details

• 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping.

Candidate fit

• Organisation, accuracy, communication, and careful task follow-through.