Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further!
An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
Benefits:
* Competitive salary up to £32,000 (DOE)
* 31 Days Holiday (Including Bank Holiday)
* Holiday entitlement increases with length of service
* Location - Warwick
* Monday to Friday - 35 hours per week
* Pension auto-enrolment scheme
* Group Life Cover & Income Protection
* Hybrid working opportunities
* Employee Assistance Programme
* Financial Wellbeing Support
Role & Responsibilities:
* Process new business applications, ensuring compliance with FCA regulations
* Handle client queries, prepare valuations, and maintain accurate client records
* Assist with investment, pension, and protection administration
* Prepare review packs, performance reports, and compliance documentation
* Process fund switches, withdrawals, and provider transactions
* Liaise with providers, advisers, and clients to ensure smooth operations
* Maintain CRM systems and ensure all client data is up to date
Requir...