IFA Administrator

IFA Administrator
Maidenhead 
We are currently seeking an experienced IFA Administrator to join a well-respected firm in Maidenhead.. The successful candidates will play a crucial role in supporting two principal advisers and contribute to the overall success of the organisation. 

• Assist in the preparation and processing of client documentation and financial transactions.
• Processing of new business
• Utilise back office systems and workflows (Intelliflo)
• Maintain accurate and up-to-date client records using our internal systems.
• Liaise with clients, both in person and over the phone, providing excellent customer service.

To be considered for this IFA Administrator position:

• Exposure to Financial Services administration is essential
• Knowledge of using a Intelliflo
• Proactivity and drive to forge a successful career within Financial Planning

Apply today to be considered for this IFA Administrator opportunity. 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 and to discuss other opportunities