Are you organized, detail-oriented, and passionate about finance? Are you looking for an opportunity to join a dynamic team in the heart of Telford? If so, we have the perfect role for you!
We are currently seeking a dedicated Individual Financial Advisor (IFA) Administrator to join our team. As an IFA Administrator, you will play a crucial role in providing administrative support to our team of financial advisors, ensuring the smooth operation of our office and exceptional service to our clients.
Key Responsibilities:
* Assist financial advisors in preparing client meetings and presentations.
* Process client documentation accurately and efficiently.
* Manage client databases and ensure all records are up-to-date.
* Handle client inquiries and provide excellent customer service.
* Coordinate with third-party providers such as investment firms and insurance companies.
* Assist with general office duties including answering phones, scheduling appointments, and maintaining office supplies.
Requirements:
1. Previous experience in a similar administrative role within the financial services industry is highly desirable.
2. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
3. Excellent organizational skills and attention to detail.
4. Strong communication and interpersonal skills.
5. Ability to multitask and prioritize workload effectiv...