Ipswich
Job Title: Independent Financial Adviser (IFA) Administrator
Open to full-time or part-time!
Ipswich (IP4)
Benefits
- Pension
- Generous holiday allowance
- Sick pay.
- Onsite parking (limited spaces, not guaranteed).
- Exam support.
We are working with a reputable financial advisory firm led by a dedicated team of directors. With a commitment to excellence and client satisfaction, we are seeking an experienced Administrator to join their team and play a pivotal role in the growth and success of the firm.
Key Responsibilities: As an IFA Administrator, you will be responsible for a range of administrative tasks crucial to the smooth functioning of operations. Key responsibilities include:
- Utilising IO-based systems for efficient data management.
- Organising appointments and maintaining an accurate schedule.
- Recording information from client meetings and ensuring data integrity.
- Liaising with providers and clients via phone and email.
- Processing new business applications with a keen attention to detail.
Qualifications and Skills:
- Proven experience as a Financial Services Administrator.
- Familiarity with IO-based systems or similar financial software.
- Excellent organisational and time-management skills.
- Strong communication skills for effective client interaction.
- Ability to work collaboratively in a team-oriented environment.
Company Culture: The business foster a collaborative and supportive work environment. They believe in the continuous development of our team members and offer opportunities for growth and advancement within the company.
What next?
If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery,