An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector.
The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.
Key Responsibilities
* Providing administrative support to advisers and clients
* Liaising with clients, investment providers, and other third parties
* Online processing of applications and investment account management
* Handling general client queries in a professional and timely manner
* Maintaining accurate records and ensuring compliance standards are met
Requirements
* Minimum 1 years experience in financial services, ideally within an IFA practice
* Strong organisational skills and attention to detail
* Excellent written and verbal communication skills
* Proficient in using IT systems and online platforms
Job Sector: Financial Services
Job Location: Exeter
Job Category: Financial Services
Job Type: Full TimePermanent
Salary: £25000-£32000