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IFA Administrator – Maternity Cover

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Location

Lindsey

Salary £26000 - £28000
TypePermanent
WorkplaceOn-Site
Ref85058

Recruiter Managing This Role

IFA Administrator – Maternity Leave Cover – Kirton – 12-18 months
£25,000 per annum
Hybrid working available

Company Overview:
We are working with a reputable independent financial advisory firm located in Kirton. They specialize in providing tailored financial advice and solutions to their diverse client base. The team is dedicated to delivering exceptional service and guidance to help their clients achieve their financial goals.

Position Overview:
We are seeking a dynamic and organized individual to join our team as an IFA Admin Maternity Leave Cover. In this role, you will provide essential administrative support to our independent financial advisors (IFAs) and assist in ensuring the smooth operation of our office during a maternity leave period lasting 12-18 months.

Key Responsibilities:

  • Client Support: Assist IFAs in managing client inquiries, scheduling appointments, and preparing necessary documentation.
  • Administrative Tasks: Handle general office administration including filing, scanning, and organizing client files and documents.
  • Meeting Coordination: Coordinate client meetings, including booking meeting rooms, sending meeting invitations, and preparing meeting agendas.
  • Data Management: Maintain accurate client records and update databases with relevant client information.
  • Correspondence: Manage incoming and outgoing correspondence, including emails, letters, and phone calls, in a timely and professional manner.
  • Compliance Support: Assist in ensuring compliance with regulatory requirements by maintaining up-to-date knowledge of industry regulations and assisting with compliance-related tasks.
  • Team Collaboration: Work closely with other team members to ensure efficient workflow and support colleagues as needed.
  • Special Projects: Contribute to special projects and initiatives as assigned by management to improve office processes and enhance client service.

Qualifications:

  • Previous experience in an administrative role, preferably within the financial services industry.
  • Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.
  • Excellent attention to detail and accuracy in data entry and record-keeping.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.
  • Excellent communication skills, both written and verbal.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • A proactive attitude with a willingness to learn and adapt in a fast-paced environment.

Additional Information:

  • This is a temporary full-time position covering maternity leave, with the possibility of extension depending on business needs.
  • Hybrid working arrangements are available, allowing for a combination of office-based and remote work.
  • The successful candidate will receive comprehensive training and support to excel in their role.
  • Salary is up to £25,000.

Join the team and be part of a collaborative environment where your contributions are valued, and professional growth is encouraged.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

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