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Ifa administrator

Walton (West Yorkshire)
Permanent
Michael Page Sales
Ifa administrator
£26,000 - £28,000 a year
Posted: 15 May
Offer description

Are you an experienced Financial Services Administrator looking to join a well-established firm that genuinely values its people and clients? Client Details We are currently recruiting for an IFA Administrator to join a highly reputable financial planning practice based in Chesterfield. This is a fantastic opportunity for someone with experience in supporting Independent Financial Advisers to further their career in a professional, supportive environment. Description IFA Administrator - Key Responsibilities: Provide full administrative support to Financial Advisers and Paraplanners Process new business applications and ensure all documentation is compliant and accurate Maintain client records and update the CRM system Liaise with clients and providers in a professional and efficient manner Prepare client review packs and assist with diary management Support the team with general office administration and project-based work Profile IFA Administrator - What We're Looking For: Previous experience in a similar IFA/Financial Planning support role Strong knowledge of financial products such as pensions, investments, and protection High attention to detail and strong organisational skills Confident communicator with a proactive and professional approach Good IT skills and experience using back-office systems (e.g., Intelligent Office or similar) Job Offer IFA Administrator - What's on Offer: Salary of £26,000 - £28,000 (depending on experience) Clear career development and training opportunities Supportive team culture and professional working environment Full-time permanent position with long-term progression prospects

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