Job Description
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients.
Role Description
This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include:
* Managing client administration and maintaining compliance documentation.
* Preparing review packs and reports.
* Processing applications and ensuring accurate record-keeping.
* Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.
* Fostering professional relationships with both clients and colleagues.
Salary & Benefits
* Salary: £28,000 - £34,000 per annum, plus benefits.
* Work Arrangement: On-site, Monday to Friday.
Qualifications
* Proven experience in a financial services or IFA environment is essential.
* Proficiency in financial administration, client file management, and compliance.
* Strong organizational, analytical, and time management skills.
* Excellent communication skills with high attention to detail.
* Proficiency in Microsoft Office Suite.
If you are interested in this opportunity, please get in touch for more information.