IFA Administrator

This is a great opportunity to join this growing financial planning firm as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service. You will be providing vital administrative and technical support to the financial advisors.

Key responsibilities

• Maintain and organise the client files
• Implementing recommendations and solutions including complete proposals, paperwork, applications
• Act as point of contact and deal with queries
• Prepare client valuations, cash repots, fund comparison reports
• Attend client review meetings with the Financial Planner
• General office administration duties

Essential skills:

• Able to multi-task, priotise and plan own workload without direct supervision

• Good eye for detail and accuracy

• Interpersonal Skills and a good team player

• Knowledge of financial services products and industry awareness

What's in it for me?

A competitive salary, benefits and flexible working is on offer.