Are you an organised and proactive individual with a passion for delivering excellent client service? We're working with a well-established financial planning firm that is looking for a reliable IFA Administrator to support their Advisers and help deliver a seamless client experience.
Make sure to apply with all the requested information, as laid out in the job overview below.
Key Responsibilities: Provide administrative support to Financial Advisers across all aspects of the client journey Manage client communications with a professional and friendly approach Maintain accurate records, ensuring all documentation is up-to-date and compliant Assist with day-to-day operational tasks to support the smooth running of the business Collaborate with the wider team to enhance client experience and overall efficiency What We're Looking For: Previous experience in an IFA or financial services admin role preferred Strong attention to detail and organisational skills Excellent written and verbal communication skills A team player with a positive attitude and willingness to learn Ability to work efficiently in a fast-paced environment while maintaining high standards This is a great opportunity to join a supportive, professional team with a focus on quality service and long-term client relationships.
If you're looking to build your career in financial services and want to make a real impact, we'd love to hear from you.