IFA Administrator

IFA Administrator focuses on of the ifa administrator is to provide first class support to the financial planning team.

What the role involves

• Of the IFA Administrator is to provide first class support to the Financial Planning team.
• Supporting the dealing with existing client enquiries.
• Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets.
• Contributing to the smooth running of the administrative function within the business.
• Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care.
• Supporting the on-boarding of new clients into the business.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Candidate fit

• Communication skills that allow you to inform customers clearly and to liaise effectively with other professionals.
• Continual positive “can do” attitude and approach.
• Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations.

Additional role context

• This role offers flexible home working 4 days a week.