Apply Now
Back To Financial Services Jobs

IFA Administrator

Success!

Thank you for your application for IFA Administrator. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role
Location

Dorking

Salary £25000 - £35000
TypePermanent
WorkplaceOn-Site
Ref84156

Recruiter Managing This Role

IFA Administrator – Dorking – £25K – £35K

Are you organised, detail-oriented, and passionate about providing administrative support in the financial services industry? We’re working with a financial services firm as they’re looking for someone to join their team and contribute to their mission of delivering excellent service to their clients.

Responsibilities:
– Provide comprehensive administrative support to Independent Financial Advisers (IFAs) in managing client relationships and financial portfolios.
– Assist in the preparation and processing of client documentation, including applications, forms, and contracts.
– Coordinate client meetings, manage calendars, and ensure timely follow-up on action items.
– Handle client inquiries and requests in a professional and courteous manner.
– Maintain accurate client records and databases, ensuring compliance with regulatory requirements.
– Collaborate with internal teams to ensure smooth operations and seamless client experiences.

Requirements:
– Previous experience in a similar role within the financial services industry, preferably supporting IFAs or financial advisers.
– Proficiency in administrative tasks, including document management, scheduling, and client communication.
– Strong organizational skills and attention to detail.
– Excellent communication and interpersonal skills.
– Ability to multitask and prioritize tasks effectively in a fast-paced environment.
– Knowledge of financial services regulations and compliance requirements is a plus.

For the right IFA Administrator, our client will offer a market-leading salary in line with experience.  You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment.

Back To IFA Administrator Job Description

Application For IFA Administrator