IFA Administrator

The IFA Administrator position centres on handling administration enquiries / queries as directed by the Client Services Manager. It would suit someone who can bring strong professional approach to the role.

Where ownership sits

Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.

What the role carries

Handling administration enquiries / queries as directed by the Client Services Manager. Maintaining / keep up to date all trackers / spreadsheets as required by the Client Services Manager. Overseeing management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team.

What helps the work land well

Strong professional approach.

Practical details

• Additional detail: Pension support may be included.

Requirements mentioned

• Excel

Job details

• Benefits mentioned: Pension, Training