Job Description
Join a Leading Financial Advisory Firm
Are you an experienced IFA Administrator looking to take the next step in your career? We are working with a prestigious and growing Financial Advisory firm seeking a skilled professional to support their dynamic team.
About the Role:
As an IFA Administrator, you will play a crucial role in ensuring seamless client service and efficient office operations. You will be responsible for:
* Providing administrative support to financial advisers and paraplanners
* Managing client records and processing financial documentation
* Liaising with providers to ensure accurate policy administration
* Onboarding new clients
* Preparing meeting reports, handling queries, and ensuring compliance with industry regulations
What We're Looking For:
? Proven experience in an IFA Administration role? Strong understanding of financial products, regulations, and compliance requirements? Excellent communication and organisational skills? Proficiency in CRM systems and provider platforms
Why Join?
? Supportive and professional work environment? Career development opportunities? Competitive salary and benefits package
If you are a detail-oriented, proactive individual with a passion for financial services, we'd love to hear from you! Apply now to become an integral part of our team.
?? To apply, send your CV to Ursula at Financial Divisions
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