Overview
We are seeking a dedicated Senior IFA Administrator to join our team in Leicester, England. In this role, you will provide comprehensive administrative support to Independent Financial Advisers (IFAs), ensuring smooth and efficient operation of client management processes.
Responsibilities
* Managing client documentation, ensuring accuracy and compliance with regulatory standards
* Processing new business applications, policy updates, and ongoing client requests
* Coordinating with providers and stakeholders to facilitate timely transactions
* Maintaining detailed records and updating CRM systems accurately
* Assisting with client correspondence and scheduling meetings
* Supporting junior team members and contributing to process improvements
Qualifications
Skills required include excellent organizational abilities, strong attention to detail, effective communication, and proficiency with financial software and CRM tools.
Benefits
The role offers opportunities for career development, a competitive salary, pension scheme, flexible working options, and ongoing training. Join us and become part of a dynamic team committed to delivering exceptional client service and financial solutions.
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