IFA Administrator (Financial Services)

IFA Administrator, Hertfordshire. Up to £35,000 plus good benefits and annual bonus.

We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA.

This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services (Paraplanning, then Adviser).

The role:

• You'll be working in a team of Administrators, who work closely with Paraplanners and support a number of Advisers
• Preparing client meeting packs
• General administration and maintenance of client files
• Processing new business applications using various platforms
• Ensuring that financial transactions are completed correctly & compliantly
• Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings
• Liaising with product and system providers

To apply:

• You must have previous experience gained in Financial Services preferably within an IFA.
• Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
• Financial Services exams a distinct advantage, but not required (they offer full support towards these).
• Customer focused. Ensuring the customer is always provided with the highest possible service.
• Solid working experience of Word, Excel & Outlook.
• IO experience preferred.

For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.