Senior IFA Administrator

Senior IFA Administrator focuses on provide high-quality administrative support to advisers and the support team.

What the role involves

• Provide high-quality administrative support to advisers and the support team.
• Effectively communicate with clients and other parties to address queries.
• Accurately process applications.
• Record management information.
• Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.

Skills and requirements

• Excellent communication and interpersonal skills.
• Proficient in using back-office systems.
• Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Confirmed role details

• Salary £28000 - £35000 Type.
• Permanent Workplace.
• Hybrid Ref89644 Recruiter Managing This Role.
• 31 days annual leave (incl BH).

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Additional role context

• We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients.
• Role Purpose: As a Senior IFA Administrator, you will play a key role in providing essential administrative support to the team.
• Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.

Known job details

• Pay: £35,000